PFS Partners’s Walmart Inc WMT Stock Holding History

PFS Partners’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	$42.2K	Buy	372 +1	+0.3%	+$124	0.02%	221
2026 Q1	$46.1K	Hold	371	–	–	0.02%	185
2025 Q4	$41.3K	Buy	371 +23	+7%	+$2.47K	0.02%	195
2025 Q3	$35.8K	Buy	348 +28	+9%	+$2.79K	0.02%	204
2025 Q2	$31.3K	Buy	320 +233	+268%	+$22.2K	0.02%	194
2025 Q1	$7.65K	Hold	87	–	–	﹤0.01%	314
2024 Q4	$7.87K	Hold	87	–	–	﹤0.01%	310
2024 Q3	$7.04K	Hold	87	–	–	﹤0.01%	316
2024 Q2	$5.9K	Sell	87 -25	-22%	-$1.57K	﹤0.01%	317
2024 Q1	$6.76K	Buy	112 +1	+0.9%	+$57	﹤0.01%	318
2023 Q4	$5.9K	Hold	111	–	–	﹤0.01%	324
2023 Q3	$5.98K	Hold	111	–	–	0.01%	306
2023 Q2	$5.88K	Hold	111	–	–	﹤0.01%	325
2023 Q1	$5.5K	Hold	111	–	–	0.01%	271
2022 Q4	$5.29K	Hold	111	–	–	0.01%	268
2022 Q3	$4.83K	Hold	111	–	–	0.01%	255
2022 Q2	$4.53K	Hold	111	–	–	﹤0.01%	254
2022 Q1	$5.53K	Hold	111	–	–	﹤0.01%	248
2021 Q4	$5.37K	Buy	+111	New	+$5.3K	﹤0.01%	255

Other funds holding WMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

PFS Partners's WMT Position: Q2 2026 in Review

PFS Partners increased its Walmart Inc (WMT) stake by 0.27% in Q2 2026, buying an estimated $124 and bringing the position to 372 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #221.

PFS Partners first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.1K in Q1 2026. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

PFS Partners held 372 shares of Walmart Inc worth $42.2K as of Q2 2026.
PFS Partners bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.02% of PFS Partners's portfolio in Q2 2026, its #221 holding.
PFS Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Walmart Inc position peaked at $46.1K in Q1 2026.
1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.