Western Financial Corp’s Walmart Inc WMT Stock Holding History

Western Financial Corp’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	$1.24M	Sell	10,983 -24,764	-69%	-$3.07M	0.36%	50
2026 Q1	$4.44M	Buy	35,747 +3,128	+10%	+$384K	1.74%	11
2025 Q4	$3.63M	Buy	32,619 +402	+1%	+$43.2K	1.44%	12
2025 Q3	$3.32M	Buy	32,217 +9,148	+40%	+$911K	1.44%	14
2025 Q2	$2.26M	Sell	23,069 -677	-3%	-$64.5K	1.21%	18
2025 Q1	$2.08M	Buy	+23,746	New	+$2.23M	1.21%	15

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Western Financial Corp's WMT Position: Q2 2026 in Review

Western Financial Corp reduced its Walmart Inc (WMT) stake by 69% in Q2 2026, selling an estimated $3.07M and leaving 10,983 shares worth $1.24M. The position accounts for 0.36% of the portfolio, ranked #50.

Western Financial Corp first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.44M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Western Financial Corp held 10,983 shares of Walmart Inc worth $1.24M as of Q2 2026.
Western Financial Corp sold 24,764 Walmart Inc shares in Q2 2026, an estimated $3.07M.
Walmart Inc made up 0.36% of Western Financial Corp's portfolio in Q2 2026, its #50 holding.
Western Financial Corp first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Western Financial Corp's Walmart Inc position peaked at $4.44M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.