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Redwood Financial Network’s Walmart Inc WMT Stock Holding History

Redwood 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 		$307K Sell
2,713
-268
-9% -$33.3K 0.17% 139
2026
Q1 		$370K Sell
2,981
-1,883
-39% -$231K 0.24% 115
2025
Q4 		$542K Sell
4,864
-360
-7% -$38.7K 0.35% 88
2025
Q3 		$538K Sell
5,224
-32
-0.6% -$3.19K 0.34% 91
2025
Q2 		$514K Buy
5,256
+392
+8% +$37.3K 0.35% 90
2025
Q1 		$427K Sell
4,864
-131
-3% -$12.3K 0.33% 97
2024
Q4 		$451K Sell
4,995
-95
-2% -$8.24K 0.34% 90
2024
Q3 		$411K Sell
5,090
-421
-8% -$30.9K 0.32% 98
2024
Q2 		$373K Buy
5,511
+7
+0.1% +$441 0.31% 99
2024
Q1 		$331K Buy
5,504
+5
+0.1% +$286 0.29% 106
2023
Q4 		$289K Sell
5,499
-84
-2% -$4.45K 0.28% 110
2023
Q3 		$298K Sell
5,583
-399
-7% -$21.2K 0.32% 101
2023
Q2 		$313K Sell
5,982
-57
-0.9% -$2.88K 0.29% 104
2023
Q1 		$297K Buy
6,039
+51
+0.9% +$2.42K 0.3% 102
2022
Q4 		$283K Buy
5,988
+1,008
+20% +$47.9K 0.32% 99
2022
Q3 		$215K Sell
4,980
-477
-9% -$20.9K 0.25% 119
2022
Q2 		$221K Buy
5,457
+786
+17% +$36.2K 0.24% 121
2022
Q1 		$232K Buy
+4,671
New +$219K 0.22% 134

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

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

Redwood Financial Network reduced its Walmart Inc (WMT) stake by 9% in Q2 2026, selling an estimated $33.3K and leaving 2,713 shares worth $307K. The position accounts for 0.17% of the portfolio, ranked #139.

Redwood Financial Network first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $542K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Redwood Financial Network held 2,713 shares of Walmart Inc worth $307K as of Q2 2026.
  • Redwood Financial Network sold 268 Walmart Inc shares in Q2 2026, an estimated $33.3K.
  • Walmart Inc made up 0.17% of Redwood Financial Network's portfolio in Q2 2026, its #139 holding.
  • Redwood Financial Network first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Redwood Financial Network's Walmart Inc position peaked at $542K in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.