Websterrogers Financial Advisors’s Walmart Inc WMT Stock Holding History

Websterrogers 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	$509K	Hold	4,495	–	–	0.13%	61
2026 Q1	$559K	Buy	4,495 +57	+1%	+$7K	0.16%	53
2025 Q4	$495K	Hold	4,438	–	–	0.14%	52
2025 Q3	$457K	Hold	4,438	–	–	0.14%	52
2025 Q2	$434K	Sell	4,438 -50	-1%	-$4.76K	0.14%	51
2025 Q1	$394K	Buy	4,488 +116	+3%	+$10.9K	0.13%	53
2024 Q4	$395K	Buy	4,372 +1,710	+64%	+$148K	0.14%	52
2024 Q3	$215K	Buy	+2,662	New	+$196K	0.08%	67

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Websterrogers Financial Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 4,495 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #61.

Websterrogers Financial Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $559K in Q1 2026. 876 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Websterrogers Financial Advisors held 4,495 shares of Walmart Inc worth $509K as of Q2 2026.
Websterrogers Financial Advisors left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.13% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #61 holding.
Websterrogers Financial Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Websterrogers Financial Advisors's Walmart Inc position peaked at $559K in Q1 2026.
876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.