Strategic Financial Concepts’s Walmart Inc WMT Stock Holding History

Strategic Financial Concepts’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	$2.08M	Sell	18,367 -6,033	-25%	-$749K	0.62%	47
2026 Q1	$3.03M	Buy	24,400 +17,478	+252%	+$2.15M	0.75%	35
2025 Q4	$771K	Sell	6,922 -12,117	-64%	-$1.3M	0.71%	39
2025 Q3	$1.96M	Sell	19,039 -1,189	-6%	-$118K	0.29%	47
2025 Q2	$1.98M	Sell	20,228 -6,966	-26%	-$664K	0.28%	51
2025 Q1	$2.39M	Buy	27,194 +759	+3%	+$71.2K	0.45%	59
2024 Q4	$2.39M	Buy	26,435 +7,079	+37%	+$614K	0.46%	58
2024 Q3	$1.56M	Sell	19,356 -1,286,395	-99%	-$94.5M	0.5%	42
2024 Q2	$457K	Buy	1,305,751 +1,281,910	+5,377%	+$80.7M	0.27%	77
2024 Q1	$1.43M	Buy	23,841 +19,716	+478%	+$1.13M	0.35%	69
2023 Q4	$217K	Sell	4,125 -14,307	-78%	-$757K	0.13%	127
2023 Q3	$983K	Buy	18,432 +210	+1%	+$11.2K	0.33%	73
2023 Q2	$955K	Buy	18,222 +186	+1%	+$9.38K	0.35%	75
2023 Q1	$886K	Buy	+18,036	New	+$856K	0.36%	70

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Financial Concepts's WMT Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Walmart Inc (WMT) stake by 25% in Q2 2026, selling an estimated $749K and leaving 18,367 shares worth $2.08M. The position accounts for 0.62% of the portfolio, ranked #47.

Strategic Financial Concepts first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.03M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Strategic Financial Concepts held 18,367 shares of Walmart Inc worth $2.08M as of Q2 2026.
Strategic Financial Concepts sold 6,033 Walmart Inc shares in Q2 2026, an estimated $749K.
Walmart Inc made up 0.62% of Strategic Financial Concepts's portfolio in Q2 2026, its #47 holding.
Strategic Financial Concepts first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
Strategic Financial Concepts's Walmart Inc position peaked at $3.03M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.