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Snider Financial Group’s Walmart Inc WMT Stock Holding History

Snider 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 		$3.88M Sell
34,235
-3,097
-8% -$384K 0.99% 34
2026
Q1 		$4.64M Sell
37,332
-9,411
-20% -$1.16M 1.4% 23
2025
Q4 		$5.21M Sell
46,743
-3,678
-7% -$395K 1.39% 21
2025
Q3 		$5.2M Sell
50,421
-7,340
-13% -$731K 1.42% 21
2025
Q2 		$5.65M Sell
57,761
-42
-0.1% -$4K 1.63% 18
2025
Q1 		$5.07M Sell
57,803
-3,878
-6% -$364K 1.65% 17
2024
Q4 		$5.57M Buy
61,681
+12,217
+25% +$1.06M 1.73% 17
2024
Q3 		$3.99M Sell
49,464
-389
-0.8% -$28.6K 1.46% 23
2024
Q2 		$3.38M Buy
49,853
+347
+0.7% +$21.9K 1.3% 27
2024
Q1 		$2.98M Buy
49,506
+1,725
+4% +$98.7K 1.24% 26
2023
Q4 		$2.51M Buy
47,781
+2,292
+5% +$121K 1.16% 28
2023
Q3 		$2.43M Buy
45,489
+657
+1% +$35K 1.17% 28
2023
Q2 		$2.35M Buy
44,832
+1,290
+3% +$65.1K 1.12% 29
2023
Q1 		$2.14M Sell
43,542
-12,948
-23% -$615K 1.14% 30
2022
Q4 		$2.67M Sell
56,490
-3,444
-6% -$164K 1.48% 23
2022
Q3 		$2.68M Buy
59,934
+927
+2% +$40.6K 1.46% 25
2022
Q2 		$2.39M Sell
59,007
-14,544
-20% -$671K 1.3% 28
2022
Q1 		$3.65M Buy
73,551
+309
+0.4% +$14.5K 1.66% 23
2021
Q4 		$3.53M Buy
73,242
+5,733
+8% +$274K 1.5% 28
2021
Q3 		$3.36M Sell
67,509
-1,941
-3% -$93.5K 1.46% 27
2021
Q2 		$3.28M Buy
+69,450
New +$3.23M 1.54% 23

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Snider Financial Group reduced its Walmart Inc (WMT) stake by 8.3% in Q2 2026, selling an estimated $384K and leaving 34,235 shares worth $3.88M. The position accounts for 0.99% of the portfolio, ranked #34.

Snider Financial Group first reported a position in WMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.65M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Snider Financial Group held 34,235 shares of Walmart Inc worth $3.88M as of Q2 2026.
  • Snider Financial Group sold 3,097 Walmart Inc shares in Q2 2026, an estimated $384K.
  • Walmart Inc made up 0.99% of Snider Financial Group's portfolio in Q2 2026, its #34 holding.
  • Snider Financial Group first reported a position in Walmart Inc in Q2 2021 and has held it in 21 quarters since.
  • Snider Financial Group's Walmart Inc position peaked at $5.65M in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.