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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

STAR Financial Bank's WMT Position: Q1 2026 in Review

STAR Financial Bank reduced its Walmart Inc (WMT) stake by 19% in Q1 2026, selling an estimated $97.5K and leaving 3,397 shares worth $422K. 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 10 quarters since. The position peaked at $579K in Q3 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

STAR Financial Bank held 3,397 shares of Walmart Inc worth $422K as of Q1 2026.
STAR Financial Bank sold 794 Walmart Inc shares in Q1 2026, an estimated $97.5K.
Walmart Inc made up 0.2% of STAR Financial Bank's portfolio in Q1 2026, its #63 holding.
STAR Financial Bank first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
STAR Financial Bank's Walmart Inc position peaked at $579K in Q3 2025.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.