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Toth Financial Advisory’s Walmart Inc WMT Stock Holding History

Toth Financial Advisory’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 		$14.6M Sell
129,229
-1,156
-0.9% -$144K 1.43% 16
2026
Q1 		$16.2M Buy
130,385
+1,166
+0.9% +$143K 1.78% 9
2025
Q4 		$14.4M Buy
129,219
+476
+0.4% +$51.1K 1.56% 13
2025
Q3 		$13.3M Buy
128,743
+56
+0% +$5.58K 1.43% 16
2025
Q2 		$12.6M Sell
128,687
-3,029
-2% -$289K 1.47% 15
2025
Q1 		$11.6M Sell
131,716
-6,392
-5% -$600K 1.39% 17
2024
Q4 		$12.5M Sell
138,108
-1,877
-1% -$163K 1.47% 16
2024
Q3 		$11.3M Sell
139,985
-4,733
-3% -$348K 1.33% 18
2024
Q2 		$9.8M Sell
144,718
-2,731
-2% -$172K 1.25% 20
2024
Q1 		$8.87M Buy
147,449
+602
+0.4% +$34.4K 1.11% 29
2023
Q4 		$7.72M Sell
146,847
-762
-0.5% -$40.3K 1.05% 34
2023
Q3 		$7.87M Sell
147,609
-11,550
-7% -$615K 1.2% 25
2023
Q2 		$8.34M Buy
159,159
+6,555
+4% +$331K 1.21% 25
2023
Q1 		$7.5M Buy
152,604
+6,711
+5% +$319K 1.17% 28
2022
Q4 		$6.9M Buy
145,893
+1,317
+0.9% +$62.5K 1.12% 32
2022
Q3 		$6.25M Sell
144,576
-807
-0.6% -$35.4K 1.13% 30
2022
Q2 		$5.89M Buy
145,383
+3,270
+2% +$151K 1.03% 36
2022
Q1 		$7.05M Buy
142,113
+4,494
+3% +$211K 1.05% 30
2021
Q4 		$6.64M Buy
137,619
+4,419
+3% +$211K 0.9% 40
2021
Q3 		$6.19M Buy
133,200
+531
+0.4% +$25.6K 0.94% 40
2021
Q2 		$6.24M Buy
132,669
+309
+0.2% +$14.4K 0.95% 39
2021
Q1 		$5.99M Sell
132,360
-15
-0% -$695 0.96% 35
2020
Q4 		$6.36M Sell
132,375
-2,478
-2% -$120K 1.09% 29
2020
Q3 		$6.29M Buy
134,853
+4,776
+4% +$212K 1.21% 27
2020
Q2 		$5.19M Buy
130,077
+9,699
+8% +$399K 1.12% 33
2020
Q1 		$4.56M Sell
120,378
-2,409
-2% -$92.7K 1.32% 23
2019
Q4 		$4.86M Sell
122,787
-2,616
-2% -$104K 0.99% 40
2019
Q3 		$4.96M Sell
125,403
-2,865
-2% -$108K 1.09% 37
2019
Q2 		$4.72M Sell
128,268
-654
-0.5% -$22.5K 1.06% 35
2019
Q1 		$4.19M Sell
128,922
-18
-0% -$584 0.98% 40
2018
Q4 		$4M Sell
128,940
-432
-0.3% -$13.8K 1.09% 37
2018
Q3 		$4.05M Sell
129,372
-1,980
-2% -$60.6K 0.9% 44
2018
Q2 		$3.75M Buy
131,352
+2,439
+2% +$69.3K 0.88% 44
2018
Q1 		$3.82M Sell
128,913
-7,059
-5% -$227K 0.93% 42
2017
Q4 		$4.48M Sell
135,972
-960
-0.7% -$29.4K 1.06% 38
2017
Q3 		$3.57M Buy
136,932
+12,027
+10% +$316K 0.9% 46
2017
Q2 		$3.15M Buy
124,905
+20,004
+19% +$508K 0.82% 52
2017
Q1 		$2.52M Sell
104,901
-942
-0.9% -$21.7K 0.67% 58
2016
Q4 		$2.44M Buy
105,843
+1,188
+1% +$27.7K 0.7% 56
2016
Q3 		$2.52M Sell
104,655
-1,296
-1% -$31.4K 0.74% 54
2016
Q2 		$2.58M Sell
105,951
-8,007
-7% -$185K 0.79% 52
2016
Q1 		$2.6M Sell
113,958
-5,136
-4% -$113K 0.85% 50
2015
Q4 		$2.43M Sell
119,094
-8,244
-6% -$165K 0.81% 51
2015
Q3 		$2.75M Sell
127,338
-41,514
-25% -$952K 1.01% 44
2015
Q2 		$3.99M Sell
168,852
-38,826
-19% -$990K 1.33% 33
2015
Q1 		$5.69M Sell
207,678
-2,622
-1% -$74.4K 1.91% 16
2014
Q4 		$6.02M Buy
210,300
+7,737
+4% +$209K 2.09% 14
2014
Q3 		$5.16M Sell
202,563
-774
-0.4% -$19.5K 1.95% 18
2014
Q2 		$5.09M Buy
203,337
+11,178
+6% +$287K 1.93% 16
2014
Q1 		$4.9M Buy
192,159
+2,553
+1% +$64.1K 1.98% 14
2013
Q4 		$4.97M Buy
189,606
+1,860
+1% +$48K 2.11% 12
2013
Q3 		$4.63M Buy
187,746
+6,321
+3% +$159K 2.17% 13
2013
Q2 		$4.5M Buy
+181,425
New +$4.65M 2.22% 12

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Toth Financial Advisory's WMT Position: Q2 2026 in Review

Toth Financial Advisory reduced its Walmart Inc (WMT) stake by 0.89% in Q2 2026, selling an estimated $144K and leaving 129,229 shares worth $14.6M. The position accounts for 1.43% of the portfolio, ranked #16.

Toth Financial Advisory first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.2M in Q1 2026. 1,012 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Toth Financial Advisory held 129,229 shares of Walmart Inc worth $14.6M as of Q2 2026.
  • Toth Financial Advisory sold 1,156 Walmart Inc shares in Q2 2026, an estimated $144K.
  • Walmart Inc made up 1.43% of Toth Financial Advisory's portfolio in Q2 2026, its #16 holding.
  • Toth Financial Advisory first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's Walmart Inc position peaked at $16.2M in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.