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Quantum Financial Advisors’s Walmart Inc WMT Stock Holding History

Quantum 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 		$1.37M Buy
12,071
+2,272
+23% +$282K 0.14% 72
2026
Q1 		$1.22M Sell
9,799
-1
-0% -$123 0.14% 62
2025
Q4 		$1.09M Buy
9,800
+12
+0.1% +$1.29K 0.12% 73
2025
Q3 		$1.01M Hold
9,788
– – 0.12% 71
2025
Q2 		$957K Buy
9,788
+90
+0.9% +$8.57K 0.13% 69
2025
Q1 		$851K Sell
9,698
-600
-6% -$56.3K 0.13% 73
2024
Q4 		$930K Hold
10,298
– – 0.14% 65
2024
Q3 		$832K Buy
10,298
+600
+6% +$44.1K 0.13% 73
2024
Q2 		$657K Hold
9,698
– – 0.12% 74
2024
Q1 		$584K Buy
9,698
+3,329
+52% +$190K 0.11% 80
2023
Q4 		$335K Sell
6,369
-2,016
-24% -$107K 0.08% 74
2023
Q3 		$447K Buy
8,385
+2,643
+46% +$141K 0.13% 60
2023
Q2 		$301K Hold
5,742
– – 0.09% 66
2023
Q1 		$282K Hold
5,742
– – 0.09% 68
2022
Q4 		$271K Buy
5,742
+999
+21% +$47.4K 0.12% 62
2022
Q3 		$205K Buy
4,743
+12
+0.3% +$526 0.09% 82
2022
Q2 		$204K Buy
+4,731
New +$218K 0.08% 95

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Quantum Financial Advisors increased its Walmart Inc (WMT) stake by 23% in Q2 2026, buying an estimated $282K and bringing the position to 12,071 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #72.

Quantum Financial Advisors first reported a position in WMT in Q2 2022 and has held it in 17 quarters since. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Quantum Financial Advisors held 12,071 shares of Walmart Inc worth $1.37M as of Q2 2026.
  • Quantum Financial Advisors bought 2,272 Walmart Inc shares in Q2 2026, an estimated $282K.
  • Walmart Inc made up 0.14% of Quantum Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Quantum Financial Advisors first reported a position in Walmart Inc in Q2 2022 and has held it in 17 quarters since.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.