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Teamwork Financial Advisors’s Walmart Inc WMT Stock Holding History

Teamwork Financial Advisors’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 		$647K Sell
5,708
-268
-4% -$33.3K 0.06% 113
2026
Q1 		$743K Sell
5,976
-1,940
-25% -$238K 0.08% 113
2025
Q4 		$882K Sell
7,916
-254
-3% -$27.3K 0.09% 108
2025
Q3 		$842K Buy
8,170
+1,268
+18% +$126K 0.09% 115
2025
Q2 		$675K Buy
6,902
+794
+13% +$75.6K 0.08% 113
2025
Q1 		$536K Sell
6,108
-767
-11% -$72K 0.07% 112
2024
Q4 		$621K Sell
6,875
-1,067
-13% -$92.6K 0.08% 98
2024
Q3 		$641K Buy
7,942
+59
+0.7% +$4.33K 0.09% 91
2024
Q2 		$534K Buy
7,883
+270
+4% +$17K 0.08% 85
2024
Q1 		$458K Sell
7,613
-1,072
-12% -$61.3K 0.07% 113
2023
Q4 		$456K Sell
8,685
-252
-3% -$13.3K 0.08% 104
2023
Q3 		$476K Buy
8,937
+759
+9% +$40.4K 0.08% 133
2023
Q2 		$428K Sell
8,178
-294
-3% -$14.8K 0.07% 135
2023
Q1 		$416K Buy
8,472
+51
+0.6% +$2.42K 0.08% 134
2022
Q4 		$398K Sell
8,421
-366
-4% -$17.4K 0.08% 142
2022
Q3 		$380K Sell
8,787
-489
-5% -$21.4K 0.08% 143
2022
Q2 		$376K Sell
9,276
-1,434
-13% -$66.1K 0.08% 157
2022
Q1 		$532K Sell
10,710
-3,063
-22% -$144K 0.1% 169
2021
Q4 		$664K Buy
13,773
+1,365
+11% +$65.2K 0.12% 159
2021
Q3 		$576K Buy
12,408
+309
+3% +$14.9K 0.11% 144
2021
Q2 		$569K Buy
+12,099
New +$564K 0.12% 141
2021
Q1 		– Sell
-5,307
Closed -$255K – 253
2020
Q4 		$255K Buy
+5,307
New +$258K 0.06% 176

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Teamwork Financial Advisors's WMT Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Walmart Inc (WMT) stake by 4.5% in Q2 2026, selling an estimated $33.3K and leaving 5,708 shares worth $647K. The position accounts for 0.06% of the portfolio, ranked #113.

Teamwork Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $882K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Teamwork Financial Advisors held 5,708 shares of Walmart Inc worth $647K as of Q2 2026.
  • Teamwork Financial Advisors sold 268 Walmart Inc shares in Q2 2026, an estimated $33.3K.
  • Walmart Inc made up 0.06% of Teamwork Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • Teamwork Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Teamwork Financial Advisors's Walmart Inc position peaked at $882K in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.