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Pathway Financial Advisers’s Walmart Inc WMT Stock Holding History

Pathway Financial Advisers’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.18M Buy
36,891
+101
+0.3% +$12.5K 1.05% 32
2026
Q1 		$4.57M Buy
36,790
+303
+0.8% +$37.2K 1.29% 20
2025
Q4 		$4.07M Buy
36,487
+60
+0.2% +$6.44K 1.18% 26
2025
Q3 		$3.75M Sell
36,427
-1,674
-4% -$167K 1.09% 28
2025
Q2 		$3.73M Sell
38,101
-510
-1% -$48.6K 1.21% 27
2025
Q1 		$3.39M Sell
38,611
-6,068
-14% -$569K 1.16% 31
2024
Q4 		$4.04M Sell
44,679
-865
-2% -$75.1K 1.35% 20
2024
Q3 		$3.68M Sell
45,544
-5,052
-10% -$371K 1.66% 17
2024
Q2 		$3.42M Sell
50,596
-75
-0.1% -$4.72K 1.23% 23
2024
Q1 		$3.05M Sell
50,671
-3,788
-7% -$217K 1.1% 29
2023
Q4 		$2.86M Sell
54,459
-1,209
-2% -$64K 1.09% 28
2023
Q3 		$2.97M Buy
+55,668
New +$2.96M 1.23% 24
2023
Q1 		$2.79M Buy
56,778
+501
+0.9% +$23.8K 1.12% 27
2022
Q4 		$2.66M Buy
+56,277
New +$2.67M 1.08% 29

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pathway Financial Advisers's WMT Position: Q2 2026 in Review

Pathway Financial Advisers increased its Walmart Inc (WMT) stake by 0.27% in Q2 2026, buying an estimated $12.5K and bringing the position to 36,891 shares worth $4.18M. The position accounts for 1.05% of the portfolio, ranked #32.

Pathway Financial Advisers first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.57M in Q1 2026. 2,167 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pathway Financial Advisers held 36,891 shares of Walmart Inc worth $4.18M as of Q2 2026.
  • Pathway Financial Advisers bought 101 Walmart Inc shares in Q2 2026, an estimated $12.5K.
  • Walmart Inc made up 1.05% of Pathway Financial Advisers's portfolio in Q2 2026, its #32 holding.
  • Pathway Financial Advisers first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Pathway Financial Advisers's Walmart Inc position peaked at $4.57M in Q1 2026.
  • 2,167 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.