Phoenix Financial’s Walmart Inc WMT Stock Holding History

Phoenix Financial’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
2024 Q4	–	Sell	-14,200	Closed	-$1.15K	–	404
2024 Q3	$1.15K	Buy	+14,200	New	+$1.04M	﹤0.01%	366

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phoenix Financial's WMT Position: Q2 2026 in Review

Phoenix Financial reduced its Walmart Inc (WMT) stake by 41% in Q2 2026, selling an estimated $4.99M and leaving 57,366 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #119.

Phoenix Financial first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $104M in Q1 2022. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Phoenix Financial held 57,366 shares of Walmart Inc worth $6.5M as of Q2 2026.
Phoenix Financial sold 40,227 Walmart Inc shares in Q2 2026, an estimated $4.99M.
Walmart Inc made up 0.04% of Phoenix Financial's portfolio in Q2 2026, its #119 holding.
Phoenix Financial first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
Phoenix Financial's Walmart Inc position peaked at $104M in Q1 2022.
4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.