UF
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Univest Financial’s Walmart Inc WMT Stock Holding History

Univest Financial’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 		$5.18M Buy
45,725
+375
+0.8% +$46.6K 0.25% 70
2026
Q1 		$5.64M Buy
45,350
+117
+0.3% +$14.4K 0.32% 63
2025
Q4 		$5.04M Sell
45,233
-1,375
-3% -$148K 0.27% 69
2025
Q3 		$4.8M Sell
46,608
-3,466
-7% -$345K 0.27% 67
2025
Q2 		$4.9M Buy
50,074
+1,564
+3% +$149K 0.29% 66
2025
Q1 		$4.26M Sell
48,510
-3,678
-7% -$345K 0.28% 68
2024
Q4 		$4.72M Sell
52,188
-1,290
-2% -$112K 0.3% 66
2024
Q3 		$4.32M Buy
53,478
+49,118
+1,127% +$3.61M 0.28% 69
2024
Q2 		$295K Sell
4,360
-412
-9% -$25.9K 0.08% 105
2024
Q1 		$287K Sell
4,772
-1,357
-22% -$77.6K 0.08% 95
2023
Q4 		$322K Sell
6,129
-180
-3% -$9.52K 0.1% 86
2023
Q3 		$336K Sell
6,309
-207
-3% -$11K 0.11% 75
2023
Q2 		$341K Sell
6,516
-384
-6% -$19.4K 0.1% 76
2023
Q1 		$339K Sell
6,900
-1,413
-17% -$67.1K 0.11% 74
2022
Q4 		$393K Sell
8,313
-1,104
-12% -$52.4K 0.12% 76
2022
Q3 		$407K Sell
9,417
-375
-4% -$16.4K 0.13% 74
2022
Q2 		$397K Sell
9,792
-420
-4% -$19.4K 0.13% 69
2022
Q1 		$507K Sell
10,212
-528
-5% -$24.8K 0.14% 67
2021
Q4 		$518K Buy
10,740
+63
+0.6% +$3.01K 0.13% 67
2021
Q3 		$496K Buy
10,677
+1,560
+17% +$75.2K 0.14% 64
2021
Q2 		$428K Buy
9,117
+300
+3% +$14K 0.12% 68
2021
Q1 		$399K Buy
8,817
+360
+4% +$16.7K 0.11% 71
2020
Q4 		$406K Sell
8,457
-1,284
-13% -$62.4K 0.12% 70
2020
Q3 		$454K Sell
9,741
-915
-9% -$40.7K 0.14% 66
2020
Q2 		$425K Sell
10,656
-2,667
-20% -$110K 0.14% 69
2020
Q1 		$505K Buy
+13,323
New +$512K 0.2% 69

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Univest Financial's WMT Position: Q2 2026 in Review

Univest Financial increased its Walmart Inc (WMT) stake by 0.83% in Q2 2026, buying an estimated $46.6K and bringing the position to 45,725 shares worth $5.18M. The position accounts for 0.25% of the portfolio, ranked #70.

Univest Financial first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.64M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Univest Financial held 45,725 shares of Walmart Inc worth $5.18M as of Q2 2026.
  • Univest Financial bought 375 Walmart Inc shares in Q2 2026, an estimated $46.6K.
  • Walmart Inc made up 0.25% of Univest Financial's portfolio in Q2 2026, its #70 holding.
  • Univest Financial first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Univest Financial's Walmart Inc position peaked at $5.64M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.