Shum Financial Group’s Walmart Inc WMT Stock Holding History

Shum Financial Group’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	$2.53M	Buy	22,354 +87	+0.4%	+$10.8K	1.53%	21
2026 Q1	$2.77M	Sell	22,267 -243	-1%	-$29.8K	1.96%	16
2025 Q4	$2.51M	Buy	22,510 +570	+3%	+$61.2K	1.81%	19
2025 Q3	$2.26M	Buy	+21,940	New	+$2.18M	1.69%	19
2025 Q1	$1.92M	Buy	21,892 +672	+3%	+$63K	1.66%	20
2024 Q4	$1.92M	Buy	21,220 +676	+3%	+$58.7K	1.66%	19
2024 Q3	$1.72M	Buy	+20,544	New	+$1.51M	1.43%	21

Other funds holding WMT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Shum Financial Group's WMT Position: Q2 2026 in Review

Shum Financial Group increased its Walmart Inc (WMT) stake by 0.39% in Q2 2026, buying an estimated $10.8K and bringing the position to 22,354 shares worth $2.53M. The position accounts for 1.53% of the portfolio, ranked #21.

Shum Financial Group first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.77M in Q1 2026. 2,771 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Shum Financial Group held 22,354 shares of Walmart Inc worth $2.53M as of Q2 2026.
Shum Financial Group bought 87 Walmart Inc shares in Q2 2026, an estimated $10.8K.
Walmart Inc made up 1.53% of Shum Financial Group's portfolio in Q2 2026, its #21 holding.
Shum Financial Group first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's Walmart Inc position peaked at $2.77M in Q1 2026.
2,771 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.