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Sovereign Financial Group’s Walmart Inc WMT Stock Holding History

Sovereign 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 		$1.02M Sell
8,995
-1,122
-11% -$139K 0.16% 117
2026
Q1 		$1.26M Buy
10,117
+2,204
+28% +$271K 0.22% 82
2025
Q4 		$882K Buy
7,913
+227
+3% +$24.4K 0.15% 126
2025
Q3 		$792K Buy
7,686
+123
+2% +$12.2K 0.15% 130
2025
Q2 		$739K Sell
7,563
-42
-0.6% -$4K 0.15% 123
2025
Q1 		$668K Sell
7,605
-274
-3% -$25.7K 0.15% 123
2024
Q4 		$712K Buy
7,879
+902
+13% +$78.3K 0.16% 117
2024
Q3 		$563K Buy
6,977
+344
+5% +$25.3K 0.13% 146
2024
Q2 		$449K Buy
6,633
+118
+2% +$7.43K 0.11% 168
2024
Q1 		$392K Buy
6,515
+92
+1% +$5.26K 0.1% 181
2023
Q4 		$338K Buy
6,423
+57
+0.9% +$3.02K 0.1% 176
2023
Q3 		$339K Sell
6,366
-42
-0.7% -$2.23K 0.12% 161
2023
Q2 		$336K Buy
6,408
+555
+9% +$28K 0.11% 180
2023
Q1 		$288K Buy
5,853
+57
+1% +$2.71K 0.11% 179
2022
Q4 		$274K Buy
+5,796
New +$275K 0.11% 179
2022
Q2 		– Sell
-4,299
Closed -$213K – 230
2022
Q1 		$213K Sell
4,299
-357
-8% -$16.8K 0.08% 204
2021
Q4 		$224K Buy
+4,656
New +$222K 0.09% 188
2021
Q3 		– Sell
-5,265
Closed -$238K – 190
2021
Q2 		$238K Hold
5,265
– – 0.14% 140
2021
Q1 		$238K Buy
5,265
+534
+11% +$24.7K 0.15% 140
2020
Q4 		$227K Buy
+4,731
New +$230K 0.16% 117

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Sovereign Financial Group reduced its Walmart Inc (WMT) stake by 11% in Q2 2026, selling an estimated $139K and leaving 8,995 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #117.

Sovereign Financial Group first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.26M in Q1 2026. 2,216 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sovereign Financial Group held 8,995 shares of Walmart Inc worth $1.02M as of Q2 2026.
  • Sovereign Financial Group sold 1,122 Walmart Inc shares in Q2 2026, an estimated $139K.
  • Walmart Inc made up 0.16% of Sovereign Financial Group's portfolio in Q2 2026, its #117 holding.
  • Sovereign Financial Group first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • Sovereign Financial Group's Walmart Inc position peaked at $1.26M in Q1 2026.
  • 2,216 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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