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Unify Financial Advisors’s Walmart Inc WMT Stock Holding History

Unify 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 		$601K Sell
5,310
-4
-0.1% -$497 0.56% 48
2026
Q1 		$660K Sell
5,314
-96
-2% -$11.8K 0.69% 43
2025
Q4 		$603K Buy
+5,410
New +$581K 0.63% 41

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

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

Unify Financial Advisors reduced its Walmart Inc (WMT) stake by 0.08% in Q2 2026, selling an estimated $497 and leaving 5,310 shares worth $601K. The position accounts for 0.56% of the portfolio, ranked #48.

Unify Financial Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $660K in Q1 2026. 1,319 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Unify Financial Advisors held 5,310 shares of Walmart Inc worth $601K as of Q2 2026.
  • Unify Financial Advisors sold 4 Walmart Inc shares in Q2 2026, an estimated $497.
  • Walmart Inc made up 0.56% of Unify Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Unify Financial Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Walmart Inc position peaked at $660K in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.