Resurgent Financial Advisors’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45.3K Buy
+400
New +$49.7K 0.01% 306

Other funds holding WMT

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.