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Wescott Financial Advisory Group’s Walmart Inc WMT Stock Holding History

Wescott Financial Advisory Group’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 		$672K Sell
5,934
-18
-0.3% -$2.23K 0.05% 118
2026
Q1 		$740K Buy
5,952
+97
+2% +$11.9K 0.06% 115
2025
Q4 		$652K Buy
5,855
+563
+11% +$60.5K 0.06% 118
2025
Q3 		$545K Buy
5,292
+3,101
+142% +$309K 0.05% 117
2025
Q2 		$214K Buy
+2,191
New +$209K 0.02% 165

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 $3.37T AUM 44.26% 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

Wescott Financial Advisory Group's WMT Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Walmart Inc (WMT) stake by 0.3% in Q2 2026, selling an estimated $2.23K and leaving 5,934 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #118.

Wescott Financial Advisory Group first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $740K in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wescott Financial Advisory Group held 5,934 shares of Walmart Inc worth $672K as of Q2 2026.
  • Wescott Financial Advisory Group sold 18 Walmart Inc shares in Q2 2026, an estimated $2.23K.
  • Walmart Inc made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #118 holding.
  • Wescott Financial Advisory Group first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Wescott Financial Advisory Group's Walmart Inc position peaked at $740K in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.