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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
Q2 		– Sell
-1,629
Closed -$202K – 127
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound Financial Strategies Group's WMT Position: Q2 2026 in Review

Sound Financial Strategies Group sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,629 shares — an estimated $202K sold.

Sound Financial Strategies Group first reported a position in WMT in Q4 2019 and held it in 19 quarters. The position peaked at $1.37M in Q4 2019. 4,426 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sound Financial Strategies Group reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,629 Walmart Inc shares in Q2 2026, an estimated $202K.
  • Sound Financial Strategies Group first reported a position in Walmart Inc in Q4 2019 and held it in 19 quarters.
  • 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 Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.