PFW Advisors’s Walmart Inc WMT Stock Holding History

PFW 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	$1.38M	Sell	12,185 -450	-4%	-$55.9K	0.4%	48
2026 Q1	$1.57M	Sell	12,635 -2,561	-17%	-$314K	0.49%	43
2025 Q4	$1.69M	Sell	15,196 -1,680	-10%	-$180K	0.51%	43
2025 Q3	$1.74M	Buy	16,876 +765	+5%	+$76.2K	0.51%	43
2025 Q2	$1.58M	Sell	16,111 -1,036	-6%	-$98.7K	0.48%	45
2025 Q1	$1.51M	Sell	17,147 -434	-2%	-$40.7K	0.47%	47
2024 Q4	$1.59M	Buy	+17,581	New	+$1.53M	0.49%	44
2024 Q2	$1.19M	Sell	17,634 -1,226	-7%	-$77.2K	0.38%	53
2024 Q1	$1.13M	Buy	18,860 +476	+3%	+$27.2K	0.35%	55
2023 Q4	$966K	Buy	18,384 +252	+1%	+$13.3K	0.31%	62
2023 Q3	$967K	Hold	18,132	–	–	0.34%	55
2023 Q2	$974K	Buy	+18,132	New	+$915K	0.33%	58
2019 Q3	$1.41M	Buy	+52,497	New	+$1.98M	0.43%	47

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

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

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

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PFW Advisors's WMT Position: Q2 2026 in Review

PFW Advisors reduced its Walmart Inc (WMT) stake by 3.6% in Q2 2026, selling an estimated $55.9K and leaving 12,185 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #48.

PFW Advisors first reported a position in WMT in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.74M in Q3 2025. 1,075 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

PFW Advisors held 12,185 shares of Walmart Inc worth $1.38M as of Q2 2026.
PFW Advisors sold 450 Walmart Inc shares in Q2 2026, an estimated $55.9K.
Walmart Inc made up 0.4% of PFW Advisors's portfolio in Q2 2026, its #48 holding.
PFW Advisors first reported a position in Walmart Inc in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Walmart Inc position peaked at $1.74M in Q3 2025.
1,075 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.