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Sound Financial Strategies Group’s Walmart Inc WMT Stock Holding History

Sound Financial Strategies 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
Q1 		$202K Buy
+1,629
New +$200K 0.14% 110
2025
Q4 		– Sell
-3,095
Closed -$319K – 123
2025
Q3 		$319K Sell
3,095
-5,123
-62% -$510K 0.23% 97
2025
Q2 		$804K Buy
8,218
+5,857
+248% +$558K 0.68% 38
2025
Q1 		$207K Sell
2,361
-446
-16% -$41.8K 0.19% 92
2024
Q4 		$254K Sell
2,807
-227
-7% -$19.7K 0.21% 79
2024
Q3 		$245K Sell
3,034
-331
-10% -$24.3K 0.2% 79
2024
Q2 		$228K Sell
3,365
-7,153
-68% -$450K 0.2% 78
2024
Q1 		$633K Sell
10,518
-114
-1% -$6.52K 0.53% 35
2023
Q4 		$559K Sell
10,632
-7,062
-40% -$374K 0.47% 45
2023
Q3 		$943K Sell
17,694
-1,350
-7% -$71.8K 0.78% 19
2023
Q2 		$998K Sell
19,044
-2,181
-10% -$110K 0.73% 27
2023
Q1 		$1.04M Buy
21,225
+12,837
+153% +$609K 0.7% 27
2022
Q4 		$396K Buy
+8,388
New +$398K 0.29% 50
2022
Q2 		– Sell
-16,332
Closed -$811K – 71
2022
Q1 		$811K Buy
+16,332
New +$767K 0.45% 48
2021
Q1 		– Sell
-12,132
Closed -$583K – 101
2020
Q4 		$583K Buy
12,132
+1,137
+10% +$55.2K 0.32% 59
2020
Q3 		$513K Sell
10,995
-168
-2% -$7.47K 0.33% 35
2020
Q2 		$446K Sell
11,163
-3
-0% -$123 0.29% 42
2020
Q1 		$423K Sell
11,166
-23,436
-68% -$902K 0.29% 36
2019
Q4 		$1.37M Buy
+34,602
New +$1.37M 0.87% 37

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound Financial Strategies Group's WMT Position: Q1 2026 in Review

Sound Financial Strategies Group opened a new position in Walmart Inc (WMT) in Q1 2026: 1,629 shares worth $202K. The stake represents 0.14% of the portfolio and ranks #110 among its holdings. This is a return to the name: Sound Financial Strategies Group previously reported a position in WMT as recently as Q3 2025.

Sound Financial Strategies Group first reported a position in WMT in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2019. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sound Financial Strategies Group held 1,629 shares of Walmart Inc worth $202K as of Q1 2026.
  • Walmart Inc was a new Sound Financial Strategies Group position in Q1 2026.
  • Walmart Inc made up 0.14% of Sound Financial Strategies Group's portfolio in Q1 2026, its #110 holding.
  • Sound Financial Strategies Group first reported a position in Walmart Inc in Q4 2019 and has held it in 19 quarters since.
  • Sound Financial Strategies Group's Walmart Inc position peaked at $1.37M in Q4 2019.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.