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Security National Bank’s Walmart Inc WMT Stock Holding History

Security National Bank’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 		$316K Buy
2,788
+18
+0.6% +$2.23K 0.04% 131
2026
Q1 		$344K Buy
2,770
+67
+2% +$8.23K 0.05% 120
2025
Q4 		$301K Hold
2,703
– – 0.04% 122
2025
Q3 		$279K Hold
2,703
– – 0.04% 125
2025
Q2 		$264K Hold
2,703
– – 0.05% 109
2025
Q1 		$237K Sell
2,703
-240
-8% -$22.5K 0.04% 111
2024
Q4 		$266K Buy
2,943
+600
+26% +$52.1K 0.04% 103
2024
Q3 		$189K Hold
2,343
– – 0.03% 117
2024
Q2 		$159K Hold
2,343
– – 0.02% 117
2024
Q1 		$141K Sell
2,343
-387
-14% -$22.1K 0.02% 121
2023
Q4 		$143K Buy
+2,730
New +$144K 0.03% 123

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

Security National Bank's WMT Position: Q2 2026 in Review

Security National Bank increased its Walmart Inc (WMT) stake by 0.65% in Q2 2026, buying an estimated $2.23K and bringing the position to 2,788 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #131.

Security National Bank first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Security National Bank held 2,788 shares of Walmart Inc worth $316K as of Q2 2026.
  • Security National Bank bought 18 Walmart Inc shares in Q2 2026, an estimated $2.23K.
  • Walmart Inc made up 0.04% of Security National Bank's portfolio in Q2 2026, its #131 holding.
  • Security National Bank first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Security National Bank's Walmart Inc position peaked at $344K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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