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Second Half Financial Partners’s Walmart Inc WMT Stock Holding History

Second Half Financial Partners’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 		$750K Sell
6,623
-67
-1% -$8.32K 0.31% 41
2026
Q1 		$831K Sell
6,690
-4,432
-40% -$544K 0.37% 33
2025
Q4 		$1.24M Sell
11,122
-304
-3% -$32.6K 0.55% 25
2025
Q3 		$1.18M Buy
11,426
+289
+3% +$28.8K 0.52% 27
2025
Q2 		$1.09M Sell
11,137
-257
-2% -$24.5K 0.51% 30
2025
Q1 		$1M Sell
11,394
-7
-0.1% -$657 0.5% 32
2024
Q4 		$1.03M Buy
11,401
+3,710
+48% +$322K 0.5% 36
2024
Q3 		$621K Buy
+7,691
New +$565K 0.33% 51
2024
Q2 		– Sell
-7,126
Closed -$429K – 67
2024
Q1 		$429K Buy
7,126
+901
+14% +$51.6K 0.19% 47
2023
Q4 		$327K Sell
6,225
-3
-0% -$159 0.16% 40
2023
Q3 		$332K Sell
6,228
-57,159
-90% -$3.04M 0.17% 31
2023
Q2 		$3.32M Buy
63,387
+57,159
+918% +$2.88M 0.76% 38
2023
Q1 		$306K Hold
6,228
– – 0.18% 30
2022
Q4 		$299K Sell
6,228
-294
-5% -$14K 0.19% 33
2022
Q3 		$282K Buy
6,522
+309
+5% +$13.5K 0.35% 29
2022
Q2 		$281K Hold
6,213
– – 0.22% 54
2022
Q1 		$281K Buy
+6,213
New +$292K 0.22% 54

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

Second Half Financial Partners's WMT Position: Q2 2026 in Review

Second Half Financial Partners reduced its Walmart Inc (WMT) stake by 1% in Q2 2026, selling an estimated $8.32K and leaving 6,623 shares worth $750K. The position accounts for 0.31% of the portfolio, ranked #41.

Second Half Financial Partners first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.32M in Q2 2023. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Second Half Financial Partners held 6,623 shares of Walmart Inc worth $750K as of Q2 2026.
  • Second Half Financial Partners sold 67 Walmart Inc shares in Q2 2026, an estimated $8.32K.
  • Walmart Inc made up 0.31% of Second Half Financial Partners's portfolio in Q2 2026, its #41 holding.
  • Second Half Financial Partners first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • Second Half Financial Partners's Walmart Inc position peaked at $3.32M in Q2 2023.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.