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Southern Financial Group’s Walmart Inc WMT Stock Holding History

Southern 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 		$415K Sell
3,663
-82
-2% -$10.2K 0.11% 50
2026
Q1 		$465K Sell
3,745
-281
-7% -$34.5K 0.13% 39
2025
Q4 		$448K Buy
+4,026
New +$432K 0.13% 42

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Southern Financial Group reduced its Walmart Inc (WMT) stake by 2.2% in Q2 2026, selling an estimated $10.2K and leaving 3,663 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #50.

Southern Financial Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 2,636 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Southern Financial Group held 3,663 shares of Walmart Inc worth $415K as of Q2 2026.
  • Southern Financial Group sold 82 Walmart Inc shares in Q2 2026, an estimated $10.2K.
  • Walmart Inc made up 0.11% of Southern Financial Group's portfolio in Q2 2026, its #50 holding.
  • Southern Financial Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Walmart Inc position peaked at $465K in Q1 2026.
  • 2,636 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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