Swisher Financial Concepts’s Walmart Inc WMT Stock Holding History

Swisher 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	$464K	Sell	4,095 -2,429	-37%	-$302K	0.29%	40
2026 Q1	$811K	Buy	6,524 +29	+0.4%	+$3.56K	0.45%	34
2025 Q4	$724K	Buy	6,495 +22	+0.3%	+$2.36K	0.41%	38
2025 Q3	$667K	Sell	6,473 -595	-8%	-$59.2K	0.4%	42
2025 Q2	$691K	Buy	7,068 +14	+0.2%	+$1.33K	0.45%	43
2025 Q1	$619K	Buy	7,054 +43	+0.6%	+$4.03K	0.51%	35
2024 Q4	$633K	Sell	7,011 -7,021	-50%	-$609K	0.75%	25
2024 Q3	$1.04M	Buy	14,032 +7,017	+100%	+$515K	0.66%	26
2024 Q2	$478K	Buy	7,015 +3	+0%	+$189	0.48%	40
2024 Q1	$424K	Buy	7,012 +1	+0%	+$57	0.37%	45
2023 Q4	$377K	Buy	+7,011	New	+$371K	0.36%	47

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Swisher Financial Concepts reduced its Walmart Inc (WMT) stake by 37% in Q2 2026, selling an estimated $302K and leaving 4,095 shares worth $464K. The position accounts for 0.29% of the portfolio, ranked #40.

Swisher Financial Concepts first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Swisher Financial Concepts held 4,095 shares of Walmart Inc worth $464K as of Q2 2026.
Swisher Financial Concepts sold 2,429 Walmart Inc shares in Q2 2026, an estimated $302K.
Walmart Inc made up 0.29% of Swisher Financial Concepts's portfolio in Q2 2026, its #40 holding.
Swisher Financial Concepts first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's Walmart Inc position peaked at $1.04M in Q3 2024.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.