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RDA Financial Network’s Walmart Inc WMT Stock Holding History

RDA Financial Network’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 		$4.22M Sell
37,222
-1,887
-5% -$234K 0.92% 26
2026
Q1 		$4.86M Buy
39,109
+11,664
+42% +$1.43M 1.22% 14
2025
Q4 		$3.06M Buy
27,445
+228
+0.8% +$24.5K 0.74% 31
2025
Q3 		$2.81M Buy
27,217
+2,536
+10% +$252K 0.69% 31
2025
Q2 		$2.41M Sell
24,681
-145
-0.6% -$13.8K 0.65% 36
2025
Q1 		$2.18M Sell
24,826
-649
-3% -$60.9K 0.65% 40
2024
Q4 		$2.3M Buy
25,475
+1,433
+6% +$124K 0.67% 36
2024
Q3 		$1.94M Buy
24,042
+339
+1% +$24.9K 0.6% 47
2024
Q2 		$1.6M Sell
23,703
-21
-0.1% -$1.32K 0.53% 55
2024
Q1 		$1.43M Buy
23,724
+1,011
+4% +$57.8K 0.49% 62
2023
Q4 		$1.19M Buy
22,713
+14,094
+164% +$746K 0.45% 65
2023
Q3 		$459K Buy
8,619
+411
+5% +$21.9K 0.2% 117
2023
Q2 		$430K Buy
8,208
+33
+0.4% +$1.67K 0.18% 119
2023
Q1 		$402K Hold
8,175
– – 0.18% 121
2022
Q4 		$386K Hold
8,175
– – 0.19% 125
2022
Q3 		$353K Buy
8,175
+228
+3% +$9.99K 0.19% 131
2022
Q2 		$322K Buy
7,947
+1,848
+30% +$85.2K 0.16% 144
2022
Q1 		$303K Sell
6,099
-573
-9% -$26.9K 0.13% 164
2021
Q4 		$322K Buy
6,672
+90
+1% +$4.3K 0.13% 163
2021
Q3 		$306K Sell
6,582
-33
-0.5% -$1.59K 0.13% 166
2021
Q2 		$311K Buy
6,615
+246
+4% +$11.5K 0.14% 164
2021
Q1 		$288K Buy
6,369
+285
+5% +$13.2K 0.12% 177
2020
Q4 		$292K Buy
6,084
+510
+9% +$24.8K 0.13% 167
2020
Q3 		$260K Buy
+5,574
New +$248K 0.12% 177
2020
Q1 		– Sell
-5,958
Closed -$230K – 252
2019
Q4 		$230K Hold
5,958
– – 0.09% 220
2019
Q3 		$238K Sell
5,958
-150
-2% -$5.66K 0.1% 205
2019
Q2 		$229K Sell
6,108
-147
-2% -$5.07K 0.1% 199
2019
Q1 		$214K Buy
+6,255
New +$203K 0.1% 195

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

RDA Financial Network's WMT Position: Q2 2026 in Review

RDA Financial Network reduced its Walmart Inc (WMT) stake by 4.8% in Q2 2026, selling an estimated $234K and leaving 37,222 shares worth $4.22M. The position accounts for 0.92% of the portfolio, ranked #26.

RDA Financial Network first reported a position in WMT in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.86M in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • RDA Financial Network held 37,222 shares of Walmart Inc worth $4.22M as of Q2 2026.
  • RDA Financial Network sold 1,887 Walmart Inc shares in Q2 2026, an estimated $234K.
  • Walmart Inc made up 0.92% of RDA Financial Network's portfolio in Q2 2026, its #26 holding.
  • RDA Financial Network first reported a position in Walmart Inc in Q1 2019 and has held it in 28 quarters since.
  • RDA Financial Network's Walmart Inc position peaked at $4.86M in Q1 2026.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.