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TFC Financial Management’s Walmart Inc WMT Stock Holding History

TFC Financial Management’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 		$1.14M Sell
10,038
-52
-0.5% -$6.46K 0.13% 52
2026
Q1 		$1.25M Sell
10,090
-611
-6% -$75K 0.15% 47
2025
Q4 		$1.19M Buy
10,701
+1,500
+16% +$161K 0.15% 49
2025
Q3 		$948K Buy
9,201
+325
+4% +$32.4K 0.12% 56
2025
Q2 		$868K Buy
8,876
+29
+0.3% +$2.76K 0.12% 57
2025
Q1 		$777K Sell
8,847
-473
-5% -$44.4K 0.12% 53
2024
Q4 		$842K Sell
9,320
-959
-9% -$83.2K 0.13% 54
2024
Q3 		$830K Buy
10,279
+1,297
+14% +$95.3K 0.13% 52
2024
Q2 		$608K Hold
8,982
– – 0.11% 59
2024
Q1 		$540K Buy
8,982
+45
+0.5% +$2.58K 0.1% 67
2023
Q4 		$470K Sell
8,937
-300
-3% -$15.9K 0.1% 70
2023
Q3 		$492K Hold
9,237
– – 0.12% 64
2023
Q2 		$484K Buy
9,237
+351
+4% +$17.7K 0.12% 67
2023
Q1 		$437K Sell
8,886
-849
-9% -$40.3K 0.11% 68
2022
Q4 		$460K Sell
9,735
-36
-0.4% -$1.71K 0.13% 61
2022
Q3 		$422K Sell
9,771
-900
-8% -$39.4K 0.13% 59
2022
Q2 		$432K Buy
10,671
+711
+7% +$32.8K 0.13% 57
2022
Q1 		$494K Hold
9,960
– – 0.14% 54
2021
Q4 		$480K Hold
9,960
– – 0.15% 57
2021
Q3 		$463K Hold
9,960
– – 0.15% 53
2021
Q2 		$468K Buy
9,960
+75
+0.8% +$3.49K 0.16% 51
2021
Q1 		$448K Buy
9,885
+600
+6% +$27.8K 0.18% 51
2020
Q4 		$446K Hold
9,285
– – 0.19% 52
2020
Q3 		$433K Buy
+9,285
New +$413K 0.21% 44

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

TFC Financial Management's WMT Position: Q2 2026 in Review

TFC Financial Management reduced its Walmart Inc (WMT) stake by 0.52% in Q2 2026, selling an estimated $6.46K and leaving 10,038 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #52.

TFC Financial Management first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.25M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • TFC Financial Management held 10,038 shares of Walmart Inc worth $1.14M as of Q2 2026.
  • TFC Financial Management sold 52 Walmart Inc shares in Q2 2026, an estimated $6.46K.
  • Walmart Inc made up 0.13% of TFC Financial Management's portfolio in Q2 2026, its #52 holding.
  • TFC Financial Management first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Walmart Inc position peaked at $1.25M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.