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Patriot Financial Group Insurance Agency’s Walmart Inc WMT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$6.3M Sell
55,487
-16,443
-23% -$2.04M 0.65% 38
2026
Q1 		$8.94M Buy
71,930
+22,130
+44% +$2.72M 0.5% 46
2025
Q4 		$5.55M Buy
49,800
+15,975
+47% +$1.72M 0.66% 33
2025
Q3 		$3.49M Sell
33,825
-10,174
-23% -$1.01M 0.45% 57
2025
Q2 		$4.3M Sell
43,999
-3,957
-8% -$377K 0.49% 49
2025
Q1 		$4.21M Sell
47,956
-3,736
-7% -$350K 0.56% 39
2024
Q4 		$4.67M Sell
51,692
-2,604
-5% -$226K 0.63% 34
2024
Q3 		$4.38M Buy
54,296
+816
+2% +$59.9K 0.59% 35
2024
Q2 		$3.62M Buy
53,480
+576
+1% +$36.3K 0.53% 40
2024
Q1 		$3.18M Sell
52,904
-547
-1% -$31.3K 0.51% 42
2023
Q4 		$2.81M Buy
53,451
+1,524
+3% +$80.6K 0.53% 40
2023
Q3 		$2.77M Sell
51,927
-1,647
-3% -$87.6K 0.57% 37
2023
Q2 		$2.81M Buy
53,574
+927
+2% +$46.8K 0.53% 35
2023
Q1 		$2.59M Buy
52,647
+783
+2% +$37.2K 0.52% 36
2022
Q4 		$2.45M Buy
51,864
+1,608
+3% +$76.4K 0.33% 34
2022
Q3 		$2.17M Buy
50,256
+1,608
+3% +$70.4K 0.53% 38
2022
Q2 		$1.97M Sell
48,648
-5,652
-10% -$261K 0.4% 44
2022
Q1 		$2.69M Sell
54,300
-3,795
-7% -$178K 0.48% 36
2021
Q4 		$2.8M Sell
58,095
-936
-2% -$44.7K 0.47% 34
2021
Q3 		$2.74M Buy
59,031
+558
+1% +$26.9K 0.49% 31
2021
Q2 		$2.75M Buy
58,473
+5,517
+10% +$257K 0.5% 29
2021
Q1 		$2.4M Buy
52,956
+1,848
+4% +$85.6K 0.55% 23
2020
Q4 		$2.46M Buy
51,108
+7,620
+18% +$370K 0.62% 20
2020
Q3 		$2.03M Sell
43,488
-2,373
-5% -$106K 0.66% 21
2020
Q2 		$1.83M Buy
45,861
+909
+2% +$37.4K 0.7% 18
2020
Q1 		$1.7M Buy
44,952
+2,172
+5% +$83.5K 0.78% 18
2019
Q4 		$1.7M Buy
42,780
+2,808
+7% +$112K 0.64% 25
2019
Q3 		$1.58M Sell
39,972
-1,173
-3% -$44.3K 0.71% 23
2019
Q2 		$1.53M Buy
41,145
+1,050
+3% +$36.2K 0.66% 25
2019
Q1 		$1.3M Buy
40,095
+1,656
+4% +$53.7K 0.67% 24
2018
Q4 		$1.19M Buy
38,439
+2,808
+8% +$90K 0.78% 21
2018
Q3 		$1.11M Buy
35,631
+4,827
+16% +$148K 0.67% 20
2018
Q2 		$879K Sell
30,804
-10,509
-25% -$299K 0.94% 19
2018
Q1 		$1.18M Buy
41,313
+7,215
+21% +$232K 0.87% 18
2017
Q4 		$1.15M Buy
34,098
+12,609
+59% +$386K 0.86% 21
2017
Q3 		$577K Buy
21,489
+3,747
+21% +$98.3K 0.52% 36
2017
Q2 		$433K Buy
17,742
+1,215
+7% +$30.8K 0.45% 45
2017
Q1 		$395K Buy
16,527
+741
+5% +$17.1K 0.42% 44
2016
Q4 		$354K Buy
+15,786
New +$368K 0.48% 38

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WMT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Walmart Inc (WMT) stake by 23% in Q2 2026, selling an estimated $2.04M and leaving 55,487 shares worth $6.3M. The position accounts for 0.65% of the portfolio, ranked #38.

Patriot Financial Group Insurance Agency first reported a position in WMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.94M in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 55,487 shares of Walmart Inc worth $6.3M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 16,443 Walmart Inc shares in Q2 2026, an estimated $2.04M.
  • Walmart Inc made up 0.65% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #38 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Walmart Inc in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Walmart Inc position peaked at $8.94M in Q1 2026.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.