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Strategic Financial Group’s Walmart Inc WMT Stock Holding History

Strategic 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 		$258K Hold
2,280
– – 0.25% 18
2026
Q1 		$283K Buy
+2,280
New +$280K 0.29% 17

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

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

Strategic Financial Group held its Walmart Inc (WMT) position steady in Q2 2026 at 2,280 shares worth $258K. The position accounts for 0.25% of the portfolio, ranked #18.

Strategic Financial Group first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $283K in Q1 2026. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strategic Financial Group held 2,280 shares of Walmart Inc worth $258K as of Q2 2026.
  • Strategic Financial Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.25% of Strategic Financial Group's portfolio in Q2 2026, its #18 holding.
  • Strategic Financial Group first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Strategic Financial Group's Walmart Inc position peaked at $283K in Q1 2026.
  • 4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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