Summit Financial Wealth Advisors’s Walmart Inc WMT Stock Holding History

Summit Financial Wealth Advisors’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	$2.93M	Sell	25,830 -1,092	-4%	-$136K	0.37%	45
2026 Q1	$3.35M	Buy	26,922 +905	+3%	+$111K	0.47%	41
2025 Q4	$2.9M	Buy	26,017 +746	+3%	+$80.1K	0.41%	43
2025 Q3	$2.58M	Buy	25,271 +1,210	+5%	+$120K	0.4%	44
2025 Q2	$2.35M	Sell	24,061 -781	-3%	-$74.4K	0.42%	41
2025 Q1	$2.18M	Buy	24,842 +1,763	+8%	+$165K	0.43%	40
2024 Q4	$2.3M	Sell	23,079 -641	-3%	-$55.6K	0.45%	40
2024 Q3	$1.92M	Buy	23,720 +118	+0.5%	+$8.67K	0.36%	43
2024 Q2	$1.6M	Buy	23,602 +66	+0.3%	+$4.16K	0.32%	43
2024 Q1	$1.42M	Buy	23,536 +70	+0.3%	+$4K	0.29%	45
2023 Q4	$1.23M	Buy	23,466 +591	+3%	+$31.3K	0.28%	47
2023 Q3	$1.26M	Buy	22,875 +654	+3%	+$34.8K	0.31%	44
2023 Q2	$1.16M	Buy	22,221 +111	+0.5%	+$5.6K	0.27%	50
2023 Q1	$1.09M	Sell	22,110 -1,140	-5%	-$54.1K	0.26%	54
2022 Q4	$1.1M	Buy	23,250 +5,202	+29%	+$247K	0.27%	52
2022 Q3	$847K	Sell	18,048 -2,238	-11%	-$98K	0.24%	51
2022 Q2	$893K	Buy	20,286 +306	+2%	+$14.1K	0.21%	54
2022 Q1	$992K	Buy	19,980 +120	+0.6%	+$5.63K	0.2%	55
2021 Q4	$940K	Buy	19,860 +165	+0.8%	+$7.88K	0.18%	56
2021 Q3	$915K	Hold	19,695	–	–	0.21%	55
2021 Q2	$926K	Buy	19,695 +3,189	+19%	+$149K	0.21%	56
2021 Q1	$793K	Sell	16,506 -1,320	-7%	-$61.1K	0.2%	53
2020 Q4	$831K	Sell	17,826 -4,572	-20%	-$222K	0.23%	52
2020 Q3	$1.05M	Sell	22,398 -5,211	-19%	-$232K	0.28%	47
2020 Q2	$1.15M	Sell	27,609 -1,935	-7%	-$79.6K	0.31%	48
2020 Q1	$1.24M	Sell	29,544 -4,641	-14%	-$179K	0.39%	39
2019 Q4	$1.32M	Sell	34,185 -10,542	-24%	-$419K	0.32%	50
2019 Q3	$1.79M	Sell	44,727 -3,042	-6%	-$115K	0.44%	50
2019 Q2	$1.76M	Sell	47,769 -15,012	-24%	-$517K	0.43%	55
2019 Q1	$2.03M	Buy	62,781 +7,356	+13%	+$239K	0.54%	50
2018 Q4	$1.72M	Buy	55,425 +5,670	+11%	+$182K	0.56%	49
2018 Q3	$1.55M	Buy	49,755 +6,873	+16%	+$210K	0.46%	54
2018 Q2	$1.27M	Hold	42,882	–	–	0.43%	56
2018 Q1	$1.27M	Buy	42,882 +11,844	+38%	+$381K	0.42%	57
2017 Q4	$1.02M	Sell	31,038 -297	-0.9%	-$9.09K	0.35%	66
2017 Q3	$816K	Buy	31,335 +3,612	+13%	+$94.8K	0.3%	71
2017 Q2	$699K	Buy	27,723 +2,424	+10%	+$61.5K	0.28%	79
2017 Q1	$608K	Sell	25,299 -3,387	-12%	-$77.9K	0.27%	83
2016 Q4	$661K	Buy	28,686 +822	+3%	+$19.2K	0.29%	79
2016 Q3	$670K	Sell	27,864 -14,547	-34%	-$353K	0.29%	77
2016 Q2	$1.03M	Sell	42,411 -13,476	-24%	-$312K	0.43%	59
2016 Q1	$1.28M	Buy	55,887 +570	+1%	+$12.5K	0.56%	46
2015 Q4	$1.13M	Sell	55,317 -30,939	-36%	-$621K	0.52%	48
2015 Q3	$1.86M	Buy	86,256 +4,920	+6%	+$113K	1.2%	27
2015 Q2	$1.92M	Sell	81,336 -1,485	-2%	-$37.9K	1.19%	29
2015 Q1	$2.16M	Buy	82,821 +1,851	+2%	+$52.5K	1.46%	26
2014 Q4	$2.32M	Buy	+80,970	New	+$2.19M	1.61%	23

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Summit Financial Wealth Advisors's WMT Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Walmart Inc (WMT) stake by 4.1% in Q2 2026, selling an estimated $136K and leaving 25,830 shares worth $2.93M. The position accounts for 0.37% of the portfolio, ranked #45.

Summit Financial Wealth Advisors first reported a position in WMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.35M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Summit Financial Wealth Advisors held 25,830 shares of Walmart Inc worth $2.93M as of Q2 2026.
Summit Financial Wealth Advisors sold 1,092 Walmart Inc shares in Q2 2026, an estimated $136K.
Walmart Inc made up 0.37% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Summit Financial Wealth Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 47 quarters since.
Summit Financial Wealth Advisors's Walmart Inc position peaked at $3.35M in Q1 2026.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.