Peak Financial Advisors’s Walmart Inc WMT Stock Holding History

Peak Financial Advisors’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	$2.92M	Buy	25,803 +3,379	+15%	+$419K	1.21%	26
2026 Q1	$2.79M	Sell	22,424 -10	-0%	-$1.23K	1.23%	25
2025 Q4	$2.5M	Sell	22,434 -9,486	-30%	-$1.02M	1.12%	23
2025 Q3	$3.29M	Buy	31,920 +1,483	+5%	+$148K	1.58%	15
2025 Q2	$2.98M	Buy	+30,437	New	+$2.9M	1.52%	15

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Peak Financial Advisors's WMT Position: Q2 2026 in Review

Peak Financial Advisors increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $419K and bringing the position to 25,803 shares worth $2.92M. The position accounts for 1.21% of the portfolio, ranked #26.

Peak Financial Advisors first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.29M in Q3 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Peak Financial Advisors held 25,803 shares of Walmart Inc worth $2.92M as of Q2 2026.
Peak Financial Advisors bought 3,379 Walmart Inc shares in Q2 2026, an estimated $419K.
Walmart Inc made up 1.21% of Peak Financial Advisors's portfolio in Q2 2026, its #26 holding.
Peak Financial Advisors first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
Peak Financial Advisors's Walmart Inc position peaked at $3.29M in Q3 2025.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.