Sharp Financial Services’s Walmart Inc WMT Stock Holding History

Sharp 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	$774K	Buy	6,834 +1,236	+22%	+$153K	0.36%	42
2026 Q1	$696K	Sell	5,598 -560	-9%	-$68.8K	0.34%	40
2025 Q4	$686K	Sell	6,158 -300	-5%	-$32.2K	0.35%	42
2025 Q3	$666K	Sell	6,458 -840	-12%	-$83.6K	0.36%	42
2025 Q2	$714K	Sell	7,298 -1,090	-13%	-$104K	0.46%	29
2025 Q1	$736K	Buy	8,388 +506	+6%	+$47.5K	0.56%	27
2024 Q4	$712K	Buy	7,882 +200	+3%	+$17.4K	0.54%	32
2024 Q3	$620K	Buy	7,682 +287	+4%	+$21.1K	0.48%	36
2024 Q2	$501K	Sell	7,395 -1,734	-19%	-$109K	0.43%	38
2024 Q1	$549K	Sell	9,129 -333	-4%	-$19.1K	0.51%	38
2023 Q4	$497K	Buy	+9,462	New	+$501K	0.54%	39

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Sharp Financial Services increased its Walmart Inc (WMT) stake by 22% in Q2 2026, buying an estimated $153K and bringing the position to 6,834 shares worth $774K. The position accounts for 0.36% of the portfolio, ranked #42.

Sharp Financial Services first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 1,740 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sharp Financial Services held 6,834 shares of Walmart Inc worth $774K as of Q2 2026.
Sharp Financial Services bought 1,236 Walmart Inc shares in Q2 2026, an estimated $153K.
Walmart Inc made up 0.36% of Sharp Financial Services's portfolio in Q2 2026, its #42 holding.
Sharp Financial Services first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
1,740 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.