Searcy Financial Services’s Walmart Inc WMT Stock Holding History

Searcy 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	$437K	Buy	3,857 +4	+0.1%	+$497	0.15%	21
2026 Q1	$479K	Buy	3,853 +3	+0.1%	+$368	0.18%	20
2025 Q4	$429K	Hold	3,850	–	–	0.16%	20
2025 Q3	$397K	Buy	3,850 +2	+0.1%	+$199	0.15%	20
2025 Q2	$376K	Buy	3,848 +6	+0.2%	+$572	0.15%	20
2025 Q1	$337K	Buy	3,842 +3	+0.1%	+$281	0.15%	20
2024 Q4	$347K	Hold	3,839	–	–	0.16%	20
2024 Q3	$310K	Buy	3,839 +3	+0.1%	+$220	0.15%	21
2024 Q2	$260K	Buy	3,836 +4	+0.1%	+$252	0.13%	21
2024 Q1	$231K	Buy	3,832 +1	+0%	+$57	0.12%	21
2023 Q4	$201K	Hold	3,831	–	–	0.11%	20
2023 Q3	$204K	Hold	3,831	–	–	0.12%	20
2023 Q2	$201K	Buy	+3,831	New	+$193K	0.12%	20

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Searcy Financial Services increased its Walmart Inc (WMT) stake by 0.1% in Q2 2026, buying an estimated $497 and bringing the position to 3,857 shares worth $437K. The position accounts for 0.15% of the portfolio, ranked #21.

Searcy Financial Services first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $479K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Searcy Financial Services held 3,857 shares of Walmart Inc worth $437K as of Q2 2026.
Searcy Financial Services bought 4 Walmart Inc shares in Q2 2026, an estimated $497.
Walmart Inc made up 0.15% of Searcy Financial Services's portfolio in Q2 2026, its #21 holding.
Searcy Financial Services first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Searcy Financial Services's Walmart Inc position peaked at $479K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.