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SFG Wealth Management’s Walmart Inc WMT Stock Holding History

SFG Wealth Management’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 		$2.14M Sell
18,870
-122
-0.6% -$15.1K 0.77% 22
2026
Q1 		$2.36M Sell
18,992
-1,042
-5% -$128K 0.97% 19
2025
Q4 		$2.23M Sell
20,034
-1,309
-6% -$141K 0.88% 23
2025
Q3 		$2.2M Sell
21,343
-2,191
-9% -$218K 0.95% 19
2025
Q2 		$2.3M Sell
23,534
-1,829
-7% -$174K 1.39% 15
2025
Q1 		$2.23M Sell
25,363
-3,490
-12% -$327K 1.09% 16
2024
Q4 		$2.61M Buy
28,853
+23,757
+466% +$2.06M 1.37% 15
2024
Q3 		$412K Buy
5,096
+11
+0.2% +$808 0.22% 63
2024
Q2 		$344K Buy
5,085
+210
+4% +$13.2K 0.2% 71
2024
Q1 		$293K Sell
4,875
-1,194
-20% -$68.3K 0.17% 75
2023
Q4 		$319K Buy
6,069
+150
+3% +$7.94K 0.21% 68
2023
Q3 		$316K Buy
5,919
+6
+0.1% +$319 0.25% 68
2023
Q2 		$310K Buy
5,913
+705
+14% +$35.6K 0.26% 71
2023
Q1 		$256K Buy
5,208
+3
+0.1% +$142 0.28% 64
2022
Q4 		$246K Hold
5,205
– – 0.3% 64
2022
Q3 		$225K Buy
5,205
+3
+0.1% +$131 0.3% 67
2022
Q2 		$211K Buy
5,202
+6
+0.1% +$277 0.25% 76
2022
Q1 		$258K Buy
5,196
+3
+0.1% +$141 0.24% 71
2021
Q4 		$250K Buy
+5,193
New +$248K 0.22% 83

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFG Wealth Management's WMT Position: Q2 2026 in Review

SFG Wealth Management reduced its Walmart Inc (WMT) stake by 0.64% in Q2 2026, selling an estimated $15.1K and leaving 18,870 shares worth $2.14M. The position accounts for 0.77% of the portfolio, ranked #22.

SFG Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SFG Wealth Management held 18,870 shares of Walmart Inc worth $2.14M as of Q2 2026.
  • SFG Wealth Management sold 122 Walmart Inc shares in Q2 2026, an estimated $15.1K.
  • Walmart Inc made up 0.77% of SFG Wealth Management's portfolio in Q2 2026, its #22 holding.
  • SFG Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's Walmart Inc position peaked at $2.61M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.