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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Security Financial Services reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $22K and leaving 12,923 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #82.

Security Financial Services first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q3 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Security Financial Services held 12,923 shares of Walmart Inc worth $1.46M as of Q2 2026.
  • Security Financial Services sold 177 Walmart Inc shares in Q2 2026, an estimated $22K.
  • Walmart Inc made up 0.2% of Security Financial Services's portfolio in Q2 2026, its #82 holding.
  • Security Financial Services first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's Walmart Inc position peaked at $2.18M in Q3 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.