Symphony Financial Services’s Walmart Inc WMT Stock Holding History

Symphony Financial Services’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	$615K	Buy	5,429 +3	+0.1%	+$372	0.28%	48
2026 Q1	$674K	Sell	5,426 -48	-0.9%	-$5.89K	0.35%	46
2025 Q4	$610K	Sell	5,474 -200	-4%	-$21.5K	0.31%	47
2025 Q3	$585K	Buy	5,674 +34	+0.6%	+$3.38K	0.31%	44
2025 Q2	$552K	Buy	5,640 +3	+0.1%	+$286	0.33%	38
2025 Q1	$495K	Sell	5,637 -19	-0.3%	-$1.78K	0.32%	44
2024 Q4	$511K	Hold	5,656	–	–	0.41%	42
2024 Q3	$457K	Sell	5,656 -126	-2%	-$9.25K	0.39%	44
2024 Q2	$403K	Buy	+5,782	New	+$364K	0.35%	50

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Symphony Financial Services's WMT Position: Q2 2026 in Review

Symphony Financial Services increased its Walmart Inc (WMT) stake by 0.06% in Q2 2026, buying an estimated $372 and bringing the position to 5,429 shares worth $615K. The position accounts for 0.28% of the portfolio, ranked #48.

Symphony Financial Services first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $674K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Symphony Financial Services held 5,429 shares of Walmart Inc worth $615K as of Q2 2026.
Symphony Financial Services bought 3 Walmart Inc shares in Q2 2026, an estimated $372.
Walmart Inc made up 0.28% of Symphony Financial Services's portfolio in Q2 2026, its #48 holding.
Symphony Financial Services first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Walmart Inc position peaked at $674K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.