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Verus Financial Partners’s Walmart Inc WMT Stock Holding History

Verus Financial Partners’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 		$366K Buy
3,233
+17
+0.5% +$2.11K 0.03% 92
2026
Q1 		$401K Buy
3,216
+2
+0.1% +$246 0.04% 84
2025
Q4 		$378K Sell
3,214
-27
-0.8% -$2.9K 0.03% 85
2025
Q3 		$334K Sell
3,241
-23
-0.7% -$2.29K 0.03% 90
2025
Q2 		$316K Buy
3,264
+482
+17% +$45.9K 0.03% 86
2025
Q1 		$261K Buy
2,782
+547
+24% +$51.3K 0.03% 89
2024
Q4 		$208K Buy
+2,235
New +$194K 0.02% 96
2022
Q3 		– Sell
-4,797
Closed -$212K – 108
2022
Q2 		$212K Sell
4,797
-276
-5% -$12.7K 0.03% 92
2022
Q1 		$259K Sell
5,073
-1,731
-25% -$81.3K 0.04% 79
2021
Q4 		$328K Sell
6,804
-582
-8% -$27.8K 0.04% 72
2021
Q3 		$349K Buy
7,386
+3
+0% +$145 0.05% 67
2021
Q2 		$349K Sell
7,383
-93
-1% -$4.33K 0.05% 67
2021
Q1 		$348K Buy
7,476
+168
+2% +$7.78K 0.06% 68
2020
Q4 		$351K Sell
7,308
-16,980
-70% -$825K 0.06% 60
2020
Q3 		$1.13M Buy
24,288
+17,112
+238% +$761K 0.41% 46
2020
Q2 		$286K Buy
7,176
+21
+0.3% +$864 0.06% 58
2020
Q1 		$271K Buy
7,155
+12
+0.2% +$462 0.08% 56
2019
Q4 		$283K Sell
7,143
-123
-2% -$4.88K 0.09% 57
2019
Q3 		$287K Buy
+7,266
New +$274K 0.09% 48

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Verus Financial Partners's WMT Position: Q2 2026 in Review

Verus Financial Partners increased its Walmart Inc (WMT) stake by 0.53% in Q2 2026, buying an estimated $2.11K and bringing the position to 3,233 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #92.

Verus Financial Partners first reported a position in WMT in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.13M in Q3 2020. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Verus Financial Partners held 3,233 shares of Walmart Inc worth $366K as of Q2 2026.
  • Verus Financial Partners bought 17 Walmart Inc shares in Q2 2026, an estimated $2.11K.
  • Walmart Inc made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #92 holding.
  • Verus Financial Partners first reported a position in Walmart Inc in Q3 2019 and has held it in 19 quarters since.
  • Verus Financial Partners's Walmart Inc position peaked at $1.13M in Q3 2020.
  • 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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