Taylor Financial Group’s Walmart Inc WMT Stock Holding History

Taylor 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	$272K	Sell	2,405 -255	-10%	-$31.7K	0.15%	91
2026 Q1	$331K	Sell	2,660 -1,800	-40%	-$221K	0.2%	81
2025 Q4	$497K	Hold	4,460	–	–	0.29%	67
2025 Q3	$460K	Hold	4,460	–	–	0.26%	69
2025 Q2	$436K	Buy	4,460 +1,145	+35%	+$109K	0.27%	69
2025 Q1	$291K	Hold	3,315	–	–	0.2%	80
2024 Q4	$300K	Hold	3,315	–	–	0.21%	78
2024 Q3	$268K	Hold	3,315	–	–	0.19%	83
2024 Q2	$224K	Buy	+3,315	New	+$209K	0.17%	81

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Taylor Financial Group reduced its Walmart Inc (WMT) stake by 9.6% in Q2 2026, selling an estimated $31.7K and leaving 2,405 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #91.

Taylor Financial Group first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $497K in Q4 2025. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Taylor Financial Group held 2,405 shares of Walmart Inc worth $272K as of Q2 2026.
Taylor Financial Group sold 255 Walmart Inc shares in Q2 2026, an estimated $31.7K.
Walmart Inc made up 0.15% of Taylor Financial Group's portfolio in Q2 2026, its #91 holding.
Taylor Financial Group first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Taylor Financial Group's Walmart Inc position peaked at $497K in Q4 2025.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.