STAR Financial Bank’s Walmart Inc WMT Stock Holding History

STAR Financial Bank’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	$486K	Buy	4,288 +891	+26%	+$111K	0.2%	63
2026 Q1	$422K	Sell	3,397 -794	-19%	-$97.5K	0.2%	63
2025 Q4	$467K	Sell	4,191 -1,431	-25%	-$154K	0.24%	62
2025 Q3	$579K	Buy	5,622 +1,560	+38%	+$155K	0.34%	57
2025 Q2	$397K	Sell	4,062 -347	-8%	-$33.1K	0.25%	76
2025 Q1	$387K	Buy	4,409 +255	+6%	+$23.9K	0.28%	71
2024 Q4	$375K	Sell	4,154 -2,070	-33%	-$180K	0.27%	70
2024 Q3	$503K	Sell	6,224 -1,580	-20%	-$116K	0.34%	63
2024 Q2	$528K	Sell	7,804 -1,355	-15%	-$85.3K	0.41%	62
2024 Q1	$551K	Sell	9,159 -60	-0.7%	-$3.43K	0.47%	51
2023 Q4	$484K	Buy	+9,219	New	+$488K	0.44%	58

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

STAR Financial Bank's WMT Position: Q2 2026 in Review

STAR Financial Bank increased its Walmart Inc (WMT) stake by 26% in Q2 2026, buying an estimated $111K and bringing the position to 4,288 shares worth $486K. The position accounts for 0.2% of the portfolio, ranked #63.

STAR Financial Bank first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $579K in Q3 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

STAR Financial Bank held 4,288 shares of Walmart Inc worth $486K as of Q2 2026.
STAR Financial Bank bought 891 Walmart Inc shares in Q2 2026, an estimated $111K.
Walmart Inc made up 0.2% of STAR Financial Bank's portfolio in Q2 2026, its #63 holding.
STAR Financial Bank first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
STAR Financial Bank's Walmart Inc position peaked at $579K in Q3 2025.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.