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Professional Financial Advisors’s Walmart Inc WMT Stock Holding History

Professional 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 		$2.09M Sell
18,436
-1,994
-10% -$248K 0.36% 47
2026
Q1 		$2.54M Sell
20,430
-170
-0.8% -$20.9K 0.52% 36
2025
Q4 		$2.3M Buy
20,600
+6
+0% +$644 0.47% 36
2025
Q3 		$2.12M Buy
20,594
+4
+0% +$398 0.45% 40
2025
Q2 		$2.01M Sell
20,590
-2,124
-9% -$202K 0.47% 39
2025
Q1 		$1.99M Buy
22,714
+42
+0.2% +$3.94K 0.51% 31
2024
Q4 		$2.05M Buy
22,672
+833
+4% +$72.3K 0.52% 33
2024
Q3 		$1.76M Buy
21,839
+137
+0.6% +$10.1K 0.46% 36
2024
Q2 		$1.47M Buy
21,702
+284
+1% +$17.9K 0.41% 41
2024
Q1 		$1.29M Sell
21,418
-101
-0.5% -$5.78K 0.37% 47
2023
Q4 		$1.13M Buy
21,519
+492
+2% +$26K 0.37% 45
2023
Q3 		$1.12M Buy
21,027
+18
+0.1% +$958 0.51% 38
2023
Q2 		$1.1M Buy
21,009
+462
+2% +$23.3K 0.57% 33
2023
Q1 		$1.02M Sell
20,547
-495
-2% -$23.5K 0.6% 34
2022
Q4 		$994K Hold
21,042
– – 0.67% 29
2022
Q3 		$910K Buy
21,042
+132
+0.6% +$5.78K 0.56% 33
2022
Q2 		$847K Buy
20,910
+363
+2% +$16.7K 0.47% 45
2022
Q1 		$1.02M Buy
20,547
+2,409
+13% +$113K 0.44% 43
2021
Q4 		$875K Hold
18,138
– – 0.38% 48
2021
Q3 		$843K Sell
18,138
-390
-2% -$18.8K 0.48% 39
2021
Q2 		$848K Buy
18,528
+345
+2% +$16.1K 0.47% 42
2021
Q1 		$823K Sell
18,183
-531
-3% -$24.6K 0.51% 42
2020
Q4 		$899K Buy
18,714
+12
+0.1% +$583 0.71% 36
2020
Q3 		$865K Buy
18,702
+2,994
+19% +$133K 0.81% 33
2020
Q2 		$627K Buy
15,708
+390
+3% +$16K 0.82% 34
2020
Q1 		$621K Buy
15,318
+2,352
+18% +$90.5K 1.12% 23
2019
Q4 		$514K Buy
+12,966
New +$515K 0.49% 50

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return