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SYM Financial Corp’s Walmart Inc WMT Stock Holding History

SYM Financial Corp’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
25,842
-306
-1% -$38K 0.24% 28
2026
Q1 		$3.25M Sell
26,148
-214
-0.8% -$26.3K 0.32% 26
2025
Q4 		$2.94M Buy
26,362
+828
+3% +$88.9K 0.3% 27
2025
Q3 		$2.63M Sell
25,534
-579
-2% -$57.6K 0.28% 28
2025
Q2 		$2.55M Buy
26,113
+2,951
+13% +$281K 0.29% 26
2025
Q1 		$2.03M Buy
23,162
+1,646
+8% +$154K 0.25% 26
2024
Q4 		$1.94M Buy
21,516
+3,498
+19% +$304K 0.25% 26
2024
Q3 		$1.45M Buy
18,018
+614
+4% +$45.1K 0.19% 38
2024
Q2 		$1.18M Buy
17,404
+2,456
+16% +$155K 0.19% 31
2024
Q1 		$899K Sell
14,948
-142
-0.9% -$8.13K 0.15% 34
2023
Q4 		$793K Buy
15,090
+7,047
+88% +$373K 0.13% 37
2023
Q3 		$429K Buy
8,043
+3,024
+60% +$161K 0.08% 49
2023
Q2 		$263K Buy
5,019
+426
+9% +$21.5K 0.05% 51
2023
Q1 		$226K Sell
4,593
-39
-0.8% -$1.85K 0.05% 55
2022
Q4 		$219K Sell
4,632
-561
-11% -$26.6K 0.05% 59
2022
Q3 		$224K Sell
5,193
-78
-1% -$3.42K 0.11% 54
2022
Q2 		$214K Buy
5,271
+60
+1% +$2.77K 0.1% 56
2022
Q1 		$259K Sell
5,211
-171
-3% -$8.03K 0.11% 48
2021
Q4 		$260K Sell
5,382
-39
-0.7% -$1.86K 0.1% 42
2021
Q3 		$252K Buy
5,421
+57
+1% +$2.75K 0.15% 38
2021
Q2 		$252K Buy
5,364
+171
+3% +$7.96K 0.14% 34
2021
Q1 		$235K Buy
5,193
+30
+0.6% +$1.39K 0.14% 36
2020
Q4 		$248K Sell
5,163
-24
-0.5% -$1.17K 0.18% 30
2020
Q3 		$242K Buy
5,187
+24
+0.5% +$1.07K 0.18% 23
2020
Q2 		$206K Buy
+5,163
New +$212K 0.17% 30
2020
Q1 		– Sell
-6,054
Closed -$240K – 98
2019
Q4 		$240K Buy
6,054
+891
+17% +$35.4K 0.16% 37
2019
Q3 		$204K Buy
+5,163
New +$195K 0.14% 35

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

SYM Financial Corp's WMT Position: Q2 2026 in Review

SYM Financial Corp reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $38K and leaving 25,842 shares worth $2.93M. The position accounts for 0.24% of the portfolio, ranked #28.

SYM Financial Corp first reported a position in WMT in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.25M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SYM Financial Corp held 25,842 shares of Walmart Inc worth $2.93M as of Q2 2026.
  • SYM Financial Corp sold 306 Walmart Inc shares in Q2 2026, an estimated $38K.
  • Walmart Inc made up 0.24% of SYM Financial Corp's portfolio in Q2 2026, its #28 holding.
  • SYM Financial Corp first reported a position in Walmart Inc in Q3 2019 and has held it in 27 quarters since.
  • SYM Financial Corp's Walmart Inc position peaked at $3.25M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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