RFA
WMT icon

Resurgent Financial Advisors’s Walmart Inc WMT Stock Holding History

Resurgent 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 		$3.4M Buy
30,039
+2,022
+7% +$251K 0.95% 24
2026
Q1 		$3.48M Buy
28,017
+938
+3% +$115K 1.26% 16
2025
Q4 		$3.02M Sell
27,079
-397
-1% -$42.6K 1.51% 11
2025
Q3 		$2.83M Buy
27,476
+641
+2% +$63.8K 1.39% 11
2025
Q2 		$2.62M Buy
26,835
+3,272
+14% +$312K 1.44% 12
2025
Q1 		$2.07M Sell
23,563
-428
-2% -$40.2K 1.24% 17
2024
Q4 		$2.17M Sell
23,991
-1,504
-6% -$131K 1.28% 15
2024
Q3 		$2.06M Sell
25,495
-658
-3% -$48.3K 1.2% 19
2024
Q2 		$1.77M Sell
26,153
-1,706
-6% -$107K 1.1% 18
2024
Q1 		$1.68M Buy
27,859
+751
+3% +$43K 0.89% 30
2023
Q4 		$1.42M Sell
27,108
-774
-3% -$41K 0.87% 25
2023
Q3 		$1.49M Buy
27,882
+93
+0.3% +$4.95K 1.01% 22
2023
Q2 		$1.46M Buy
27,789
+1,434
+5% +$72.3K 0.96% 21
2023
Q1 		$1.3M Sell
26,355
-7,053
-21% -$335K 0.86% 27
2022
Q4 		$1.58M Sell
33,408
-4,347
-12% -$206K 0.83% 26
2022
Q3 		$1.63M Buy
37,755
+1,794
+5% +$78.6K 1.09% 19
2022
Q2 		$1.46M Buy
35,961
+4,359
+14% +$201K 0.93% 25
2022
Q1 		$1.57M Buy
31,602
+5,550
+21% +$261K 0.97% 23
2021
Q4 		$1.26M Buy
+26,052
New +$1.24M 1% 25

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

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

Resurgent Financial Advisors increased its Walmart Inc (WMT) stake by 7.2% in Q2 2026, buying an estimated $251K and bringing the position to 30,039 shares worth $3.4M. The position accounts for 0.95% of the portfolio, ranked #24.

Resurgent Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Resurgent Financial Advisors held 30,039 shares of Walmart Inc worth $3.4M as of Q2 2026.
  • Resurgent Financial Advisors bought 2,022 Walmart Inc shares in Q2 2026, an estimated $251K.
  • Walmart Inc made up 0.95% of Resurgent Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Resurgent Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Walmart Inc position peaked at $3.48M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.