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Symphony Financial’s Walmart Inc WMT Stock Holding History

Symphony Financial’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 		$6.25M Buy
54,586
+1,207
+2% +$150K 0.68% 41
2026
Q1 		$6.59M Buy
53,379
+13,189
+33% +$1.62M 0.87% 32
2025
Q4 		$4.5M Buy
40,190
+4,821
+14% +$518K 0.6% 43
2025
Q3 		$3.67M Sell
35,369
-85
-0.2% -$8.46K 0.45% 55
2025
Q2 		$3.47M Buy
+35,454
New +$3.38M 0.46% 55
2025
Q1 		– Sell
-35,299
Closed -$3.29M – 226
2024
Q4 		$3.29M Sell
35,299
-4,293
-11% -$373K 0.52% 50
2024
Q3 		$3.16M Sell
39,592
-847
-2% -$62.2K 0.52% 48
2024
Q2 		$2.74M Buy
40,439
+1,399
+4% +$88.1K 0.5% 50
2024
Q1 		$2.35M Buy
39,040
+727
+2% +$41.6K 0.55% 46
2023
Q4 		$2.07M Sell
38,313
-2,496
-6% -$132K 0.44% 60
2023
Q3 		$2.18M Buy
40,809
+1,206
+3% +$64.2K 0.53% 39
2023
Q2 		$2.04M Buy
39,603
+2,523
+7% +$127K 0.5% 49
2023
Q1 		$1.8M Sell
37,080
-2,619
-7% -$124K 0.47% 50
2022
Q4 		$1.9M Sell
39,699
-633
-2% -$30.1K 0.5% 46
2022
Q3 		$1.78M Buy
40,332
+1,671
+4% +$73.2K 0.58% 45
2022
Q2 		$1.57M Buy
38,661
+873
+2% +$40.3K 0.46% 45
2022
Q1 		$1.97M Buy
37,788
+5,901
+19% +$277K 0.46% 46
2021
Q4 		$1.54M Buy
31,887
+2,712
+9% +$129K 0.43% 49
2021
Q3 		$1.37M Sell
29,175
-49,410
-63% -$2.38M 0.48% 44
2021
Q2 		$3.69M Sell
78,585
-6,537
-8% -$304K 1.26% 16
2021
Q1 		$3.96M Sell
85,122
-24,948
-23% -$1.16M 1.05% 19
2020
Q4 		$5.38M Buy
110,070
+9,108
+9% +$442K 1.93% 12
2020
Q3 		$4.71M Buy
100,962
+5,835
+6% +$259K 1.92% 10
2020
Q2 		$3.8M Buy
95,127
+16,950
+22% +$697K 1.84% 12
2020
Q1 		$3M Buy
+78,177
New +$3.01M 2.07% 9

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

Symphony Financial's WMT Position: Q2 2026 in Review

Symphony Financial increased its Walmart Inc (WMT) stake by 2.3% in Q2 2026, buying an estimated $150K and bringing the position to 54,586 shares worth $6.25M. The position accounts for 0.68% of the portfolio, ranked #41.

Symphony Financial first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.59M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Symphony Financial held 54,586 shares of Walmart Inc worth $6.25M as of Q2 2026.
  • Symphony Financial bought 1,207 Walmart Inc shares in Q2 2026, an estimated $150K.
  • Walmart Inc made up 0.68% of Symphony Financial's portfolio in Q2 2026, its #41 holding.
  • Symphony Financial first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Walmart Inc position peaked at $6.59M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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