TFA
WMT icon

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
2020
Q3 		– Sell
-300
Closed -$12K – 616
2020
Q2 		$12K Buy
+300
New +$12.3K ﹤0.01% 339

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
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
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

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. 1,201 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.
  • 1,201 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.