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Synergy Financial Group’s Walmart Inc WMT Stock Holding History

Synergy Financial Group’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 		$364K Sell
3,214
-195
-6% -$24.2K 0.26% 73
2026
Q1 		$424K Buy
3,409
+381
+13% +$46.8K 0.32% 68
2025
Q4 		$337K Buy
3,028
+60
+2% +$6.44K 0.24% 75
2025
Q3 		$306K Hold
2,968
– – 0.21% 86
2025
Q2 		$290K Sell
2,968
-52
-2% -$4.95K 0.21% 86
2025
Q1 		$265K Sell
3,020
-260
-8% -$24.4K 0.24% 88
2024
Q4 		$296K Sell
3,280
-11
-0.3% -$955 0.25% 75
2024
Q3 		$266K Buy
+3,291
New +$242K 0.25% 77

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

Synergy Financial Group's WMT Position: Q2 2026 in Review

Synergy Financial Group reduced its Walmart Inc (WMT) stake by 5.7% in Q2 2026, selling an estimated $24.2K and leaving 3,214 shares worth $364K. The position accounts for 0.26% of the portfolio, ranked #73.

Synergy Financial Group first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $424K in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Synergy Financial Group held 3,214 shares of Walmart Inc worth $364K as of Q2 2026.
  • Synergy Financial Group sold 195 Walmart Inc shares in Q2 2026, an estimated $24.2K.
  • Walmart Inc made up 0.26% of Synergy Financial Group's portfolio in Q2 2026, its #73 holding.
  • Synergy Financial Group first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Synergy Financial Group's Walmart Inc position peaked at $424K in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.