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Ritter Daniher Financial Advisory’s Walmart Inc WMT Stock Holding History

Ritter Daniher Financial Advisory’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 		$342K Hold
3,021
– – 0.05% 127
2026
Q1 		$375K Hold
3,021
– – 0.06% 117
2025
Q4 		$337K Buy
3,021
+774
+34% +$83.1K 0.06% 125
2025
Q3 		$232K Hold
2,247
– – 0.04% 148
2025
Q2 		$220K Buy
2,247
+780
+53% +$74.3K 0.05% 89
2025
Q1 		$129K Hold
1,467
– – 0.04% 108
2024
Q4 		$133K Hold
1,467
– – 0.04% 104
2024
Q3 		$118K Hold
1,467
– – 0.03% 109
2024
Q2 		$99.3K Sell
1,467
-51
-3% -$3.21K 0.03% 111
2024
Q1 		$91.3K Hold
1,518
– – 0.03% 115
2023
Q4 		$79.8K Hold
1,518
– – 0.03% 119
2023
Q3 		$80.9K Hold
1,518
– – 0.03% 116
2023
Q2 		$79.5K Buy
1,518
+105
+7% +$5.3K 0.03% 114
2023
Q1 		$69.4K Hold
1,413
– – 0.03% 117
2022
Q4 		$66.8K Buy
1,413
+3
+0.2% +$142 0.03% 128
2022
Q3 		$61K Hold
1,410
– – 0.04% 110
2022
Q2 		$57K Hold
1,410
– – 0.04% 106
2022
Q1 		$70K Hold
1,410
– – 0.05% 99
2021
Q4 		$68K Buy
1,410
+960
+213% +$45.8K 0.05% 98
2021
Q3 		$21K Hold
450
– – 0.02% 136
2021
Q2 		$21K Hold
450
– – 0.02% 129
2021
Q1 		$20K Hold
450
– – 0.02% 122
2020
Q4 		$22K Buy
+450
New +$21.9K 0.02% 116

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Ritter Daniher Financial Advisory's WMT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Walmart Inc (WMT) position steady in Q2 2026 at 3,021 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #127.

Ritter Daniher Financial Advisory first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $375K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ritter Daniher Financial Advisory held 3,021 shares of Walmart Inc worth $342K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #127 holding.
  • Ritter Daniher Financial Advisory first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's Walmart Inc position peaked at $375K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.