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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Professional Financial Advisors's WMT Position: Q2 2026 in Review

Professional Financial Advisors reduced its Walmart Inc (WMT) stake by 9.8% in Q2 2026, selling an estimated $248K and leaving 18,436 shares worth $2.09M. The position accounts for 0.36% of the portfolio, ranked #47.

Professional Financial Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.54M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Professional Financial Advisors held 18,436 shares of Walmart Inc worth $2.09M as of Q2 2026.
  • Professional Financial Advisors sold 1,994 Walmart Inc shares in Q2 2026, an estimated $248K.
  • Walmart Inc made up 0.36% of Professional Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Professional Financial Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Professional Financial Advisors's Walmart Inc position peaked at $2.54M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.