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SS&H Financial Advisors’s Walmart Inc WMT Stock Holding History

SS&H Financial Advisors’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 		$1.24M Buy
+10,938
New +$1.36M 0.32% 62
2025
Q4 		$1.2M Buy
10,738
+399
+4% +$42.8K 0.35% 62
2025
Q3 		$1.07M Buy
10,339
+100
+1% +$9.96K 0.32% 63
2025
Q2 		$1M Sell
10,239
-498
-5% -$47.4K 0.33% 61
2025
Q1 		$943K Sell
10,737
-498
-4% -$46.7K 0.35% 64
2024
Q4 		$1.02M Sell
11,235
-60
-0.5% -$5.21K 0.37% 62
2024
Q3 		$912K Hold
11,295
– – 0.33% 69
2024
Q2 		$765K Buy
11,295
+6,987
+162% +$440K 0.3% 72
2024
Q1 		$259K Hold
4,308
– – 0.11% 111
2023
Q4 		$226K Sell
4,308
-87
-2% -$4.6K 0.1% 114
2023
Q3 		$234K Buy
+4,395
New +$234K 0.11% 111
2023
Q1 		$212K Buy
+4,308
New +$204K 0.1% 118

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 $3.37T AUM 44.26% 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

SS&H Financial Advisors's WMT Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Walmart Inc (WMT) in Q2 2026: 10,938 shares worth $1.24M. The stake represents 0.32% of the portfolio and ranks #62 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in WMT as recently as Q4 2025.

SS&H Financial Advisors first reported a position in WMT in Q1 2023 and has held it in 12 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SS&H Financial Advisors held 10,938 shares of Walmart Inc worth $1.24M as of Q2 2026.
  • Walmart Inc was a new SS&H Financial Advisors position in Q2 2026.
  • Walmart Inc made up 0.32% of SS&H Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • SS&H Financial Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 12 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.