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Richardson Financial Services’s Walmart Inc WMT Stock Holding History

Richardson Financial Services’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 		$925K Sell
8,167
-153
-2% -$19K 0.52% 43
2026
Q1 		$1.03M Buy
8,320
+91
+1% +$11.2K 0.65% 30
2025
Q4 		$917K Buy
8,229
+2
+0% +$215 0.3% 43
2025
Q3 		$848K Buy
8,227
+293
+4% +$29.2K 0.53% 48
2025
Q2 		$779K Buy
7,934
+62
+0.8% +$5.91K 0.52% 47
2025
Q1 		$691K Sell
7,872
-61
-0.8% -$5.72K 0.53% 44
2024
Q4 		$718K Sell
7,933
-875
-10% -$75.9K 0.51% 50
2024
Q3 		$596K Hold
8,808
– – 0.38% 68
2024
Q2 		$596K Sell
8,808
-2,368
-21% -$149K 0.43% 64
2024
Q1 		$672K Sell
11,176
-1,136
-9% -$65K 0.47% 55
2023
Q4 		$647K Buy
+12,312
New +$651K 0.57% 51

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

Richardson Financial Services's WMT Position: Q2 2026 in Review

Richardson Financial Services reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $19K and leaving 8,167 shares worth $925K. The position accounts for 0.52% of the portfolio, ranked #43.

Richardson Financial Services first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Richardson Financial Services held 8,167 shares of Walmart Inc worth $925K as of Q2 2026.
  • Richardson Financial Services sold 153 Walmart Inc shares in Q2 2026, an estimated $19K.
  • Walmart Inc made up 0.52% of Richardson Financial Services's portfolio in Q2 2026, its #43 holding.
  • Richardson Financial Services first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Walmart Inc position peaked at $1.03M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.