Tobias Financial Advisors’s Walmart Inc WMT Stock Holding History

Tobias 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	$1.27M	Buy	11,245 +4	+0%	+$497	0.16%	65
2026 Q1	$1.4M	Sell	11,241 -585	-5%	-$71.8K	0.19%	58
2025 Q4	$1.32M	Buy	11,826 +1,899	+19%	+$204K	0.19%	64
2025 Q3	$1.02M	Buy	9,927 +471	+5%	+$46.9K	0.16%	67
2025 Q2	$925K	Buy	9,456 +4,936	+109%	+$470K	0.16%	69
2025 Q1	$397K	Sell	4,520 -201	-4%	-$18.9K	0.08%	78
2024 Q4	$427K	Buy	4,721 +153	+3%	+$13.3K	0.09%	75
2024 Q3	$369K	Sell	4,568 -87	-2%	-$6.39K	0.07%	75
2024 Q2	$315K	Buy	4,655 +631	+16%	+$39.7K	0.07%	77
2024 Q1	$242K	Buy	+4,024	New	+$230K	0.05%	86
2020 Q1	–	Sell	-630	Closed	-$24K	–	295
2019 Q4	$24K	Buy	+630	New	+$25K	0.02%	132

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Tobias Financial Advisors increased its Walmart Inc (WMT) stake by 0.04% in Q2 2026, buying an estimated $497 and bringing the position to 11,245 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #65.

Tobias Financial Advisors first reported a position in WMT in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Tobias Financial Advisors held 11,245 shares of Walmart Inc worth $1.27M as of Q2 2026.
Tobias Financial Advisors bought 4 Walmart Inc shares in Q2 2026, an estimated $497.
Walmart Inc made up 0.16% of Tobias Financial Advisors's portfolio in Q2 2026, its #65 holding.
Tobias Financial Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 11 quarters since.
Tobias Financial Advisors's Walmart Inc position peaked at $1.4M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.