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Strive Financial Group’s Walmart Inc WMT Stock Holding History

Strive 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 		$1.25M Sell
11,058
-10,149
-48% -$1.26M 0.54% 31
2026
Q1 		$2.64M Sell
21,207
-1,427
-6% -$175K 1.4% 14
2025
Q4 		$2.52M Buy
+22,634
New +$2.43M 1.33% 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

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

Strive Financial Group reduced its Walmart Inc (WMT) stake by 48% in Q2 2026, selling an estimated $1.26M and leaving 11,058 shares worth $1.25M. The position accounts for 0.54% of the portfolio, ranked #31.

Strive Financial Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.64M in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strive Financial Group held 11,058 shares of Walmart Inc worth $1.25M as of Q2 2026.
  • Strive Financial Group sold 10,149 Walmart Inc shares in Q2 2026, an estimated $1.26M.
  • Walmart Inc made up 0.54% of Strive Financial Group's portfolio in Q2 2026, its #31 holding.
  • Strive Financial Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Walmart Inc position peaked at $2.64M in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.