S&A Financial Services’s Walmart Inc WMT Stock Holding History

S&A 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	$1.06M	Buy	9,317 +3,821	+70%	+$474K	0.64%	36
2026 Q1	$683K	Buy	+5,496	New	+$675K	0.47%	44

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

S&A Financial Services's WMT Position: Q2 2026 in Review

S&A Financial Services increased its Walmart Inc (WMT) stake by 70% in Q2 2026, buying an estimated $474K and bringing the position to 9,317 shares worth $1.06M. The position accounts for 0.64% of the portfolio, ranked #36.

S&A Financial Services first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

S&A Financial Services held 9,317 shares of Walmart Inc worth $1.06M as of Q2 2026.
S&A Financial Services bought 3,821 Walmart Inc shares in Q2 2026, an estimated $474K.
Walmart Inc made up 0.64% of S&A Financial Services's portfolio in Q2 2026, its #36 holding.
S&A Financial Services first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.