Physicians Financial Services’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.8M | Sell |
157,447
-311
| -0.2% | -$38.6K | 4.45% | 6 |
|
|
2026
Q1 | $19.6M | Buy |
157,758
+455
| +0.3% | +$55.9K | 5.37% | 5 |
|
|
2025
Q4 | $17.5M | Sell |
157,303
-1,995
| -1% | -$214K | 4.7% | 6 |
|
|
2025
Q3 | $16.4M | Sell |
159,298
-150
| -0.1% | -$14.9K | 4.48% | 6 |
|
|
2025
Q2 | $15.6M | Sell |
159,448
-2,180
| -1% | -$208K | 4.64% | 5 |
|
|
2025
Q1 | $14.2M | Buy |
161,628
+351
| +0.2% | +$32.9K | 4.51% | 5 |
|
|
2024
Q4 | $14.6M | Buy |
161,277
+1,954
| +1% | +$170K | 4.42% | 6 |
|
|
2024
Q3 | $12.9M | Sell |
159,323
-2,810
| -2% | -$206K | 4% | 6 |
|
|
2024
Q2 | $11M | Buy |
162,133
+1,076
| +0.7% | +$67.8K | 3.57% | 6 |
|
|
2024
Q1 | $9.69M | Sell |
161,057
-499
| -0.3% | -$28.6K | 3.41% | 6 |
|
|
2023
Q4 | $8.49M | Buy |
161,556
+582
| +0.4% | +$30.8K | 3.22% | 5 |
|
|
2023
Q3 | $8.58M | Buy |
160,974
+297
| +0.2% | +$15.8K | 3.51% | 5 |
|
|
2023
Q2 | $8.42M | Sell |
160,677
-273
| -0.2% | -$13.8K | 3.31% | 5 |
|
|
2023
Q1 | $7.91M | Buy |
160,950
+1,098
| +0.7% | +$52.1K | 3.35% | 5 |
|
|
2022
Q4 | $7.55M | Buy |
159,852
+501
| +0.3% | +$23.8K | 3.4% | 4 |
|
|
2022
Q3 | $6.89M | Sell |
159,351
-1,308
| -0.8% | -$57.3K | 3.33% | 5 |
|
|
2022
Q2 | $6.51M | Buy |
160,659
+1,308
| +0.8% | +$60.3K | 2.9% | 5 |
|
|
2022
Q1 | $7.91M | Buy |
159,351
+900
| +0.6% | +$42.3K | 3.02% | 5 |
|
|
2021
Q4 | $7.64M | Sell |
158,451
-2,418
| -2% | -$115K | 2.83% | 5 |
|
|
2021
Q3 | $7.47M | Buy |
160,869
+3,660
| +2% | +$176K | 3.03% | 5 |
|
|
2021
Q2 | $7.39M | Buy |
157,209
+7,788
| +5% | +$363K | 3.03% | 5 |
|
|
2021
Q1 | $6.76M | Buy |
149,421
+14,715
| +11% | +$682K | 2.9% | 5 |
|
|
2020
Q4 | $6.47M | Sell |
134,706
-4,530
| -3% | -$220K | 3.12% | 4 |
|
|
2020
Q3 | $6.49M | Buy |
139,236
+1,320
| +1% | +$58.7K | 3.24% | 4 |
|
|
2020
Q2 | $5.51M | Buy |
137,916
+4,863
| +4% | +$200K | 3.04% | 5 |
|
|
2020
Q1 | $5.04M | Sell |
133,053
-8,250
| -6% | -$317K | 3.46% | 4 |
|
|
2019
Q4 | $5.6M | Buy |
141,303
+228
| +0.2% | +$9.05K | 3.03% | 5 |
|
|
2019
Q3 | $5.58M | Sell |
141,075
-720
| -0.5% | -$27.2K | 3.19% | 4 |
|
|
2019
Q2 | $5.22M | Buy |
141,795
+1,800
| +1% | +$62K | 3.07% | 5 |
|
|
2019
Q1 | $4.55M | Buy |
139,995
+420
| +0.3% | +$13.6K | 2.83% | 5 |
|
|
2018
Q4 | $4.33M | Buy |
139,575
+6,435
| +5% | +$206K | 3.15% | 4 |
|
|
2018
Q3 | $4.17M | Sell |
133,140
-822
| -0.6% | -$25.1K | 2.86% | 5 |
|
|
2018
Q2 | $3.83M | Sell |
133,962
-699
| -0.5% | -$19.9K | 2.86% | 5 |
|
|
2018
Q1 | $3.94M | Buy |
134,661
+3,813
| +3% | +$123K | 3.13% | 5 |
|
|
2017
Q4 | $4.31M | Sell |
130,848
-1,872
| -1% | -$57.3K | 3.29% | 5 |
|
|
2017
Q3 | $3.46M | Hold |
132,720
| – | – | 2.83% | 4 |
|
|
2017
Q2 | $3.35M | Sell |
132,720
-1,320
| -1% | -$33.5K | 2.84% | 4 |
|
|
2017
Q1 | $3.22M | Sell |
134,040
-5,808
| -4% | -$134K | 2.78% | 3 |
|
|
2016
Q4 | $3.42M | Buy |
139,848
+1,035
| +0.7% | +$24.2K | 2.81% | 3 |
|
|
2016
Q3 | $3.34M | Buy |
138,813
+4,737
| +4% | +$115K | 2.78% | 3 |
|
|
2016
Q2 | $3.26M | Buy |
134,076
+927
| +0.7% | +$21.5K | 2.86% | 3 |
|
|
2016
Q1 | $3.04M | Sell |
133,149
-516
| -0.4% | -$11.3K | 2.75% | 4 |
|
|
2015
Q4 | $2.73M | Buy |
+133,665
| New | +$2.68M | 2.52% | 4 |
|
Other funds holding WMT
Physicians Financial Services's WMT Position: Q2 2026 in Review
Physicians Financial Services reduced its Walmart Inc (WMT) stake by 0.2% in Q2 2026, selling an estimated $38.6K and leaving 157,447 shares worth $17.8M. The position accounts for 4.45% of the portfolio, ranked #6.
Physicians Financial Services first reported a position in WMT in Q4 2015 and has held it in 43 quarters since. The position peaked at $19.6M in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Physicians Financial Services held 157,447 shares of Walmart Inc worth $17.8M as of Q2 2026.
- Physicians Financial Services sold 311 Walmart Inc shares in Q2 2026, an estimated $38.6K.
- Walmart Inc made up 4.45% of Physicians Financial Services's portfolio in Q2 2026, its #6 holding.
- Physicians Financial Services first reported a position in Walmart Inc in Q4 2015 and has held it in 43 quarters since.
- Physicians Financial Services's Walmart Inc position peaked at $19.6M in Q1 2026.
- 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.