SFS
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Security Financial Services’s Walmart Inc WMT Stock Holding History

Security 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 		$1.46M Sell
12,923
-177
-1% -$22K 0.2% 82
2026
Q1 		$1.63M Sell
13,100
-2,239
-15% -$275K 0.26% 69
2025
Q4 		$1.71M Sell
15,339
-5,835
-28% -$627K 0.27% 67
2025
Q3 		$2.18M Buy
21,174
+440
+2% +$43.8K 0.35% 51
2025
Q2 		$2.03M Buy
20,734
+723
+4% +$68.9K 0.36% 52
2025
Q1 		$1.76M Buy
20,011
+366
+2% +$34.3K 0.35% 51
2024
Q4 		$1.77M Buy
19,645
+822
+4% +$71.3K 0.36% 49
2024
Q3 		$1.52M Sell
18,823
-347
-2% -$25.5K 0.31% 51
2024
Q2 		$1.3M Buy
19,170
+150
+0.8% +$9.45K 0.28% 57
2024
Q1 		$1.14M Buy
19,020
+456
+2% +$26.1K 0.26% 65
2023
Q4 		$976K Buy
18,564
+39
+0.2% +$2.06K 0.24% 69
2023
Q3 		$988K Sell
18,525
-36
-0.2% -$1.92K 0.28% 65
2023
Q2 		$972K Buy
18,561
+564
+3% +$28.5K 0.28% 67
2023
Q1 		$885K Buy
17,997
+375
+2% +$17.8K 0.27% 71
2022
Q4 		$833K Buy
17,622
+555
+3% +$26.4K 0.26% 73
2022
Q3 		$738K Buy
17,067
+591
+4% +$25.9K 0.25% 71
2022
Q2 		$668K Buy
16,476
+117
+0.7% +$5.39K 0.21% 77
2022
Q1 		$812K Buy
16,359
+708
+5% +$33.2K 0.26% 65
2021
Q4 		$755K Buy
+15,651
New +$747K 0.25% 67

Other funds holding WMT

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return