Whelan Financial’s Walmart Inc WMT Stock Holding History

Whelan 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	$642K	Sell	5,673 -81	-1%	-$10.1K	0.18%	48
2026 Q1	$715K	Buy	5,754 +272	+5%	+$33.4K	0.22%	39
2025 Q4	$611K	Sell	5,482 -119	-2%	-$12.8K	0.19%	42
2025 Q3	$577K	Buy	5,601 +425	+8%	+$42.3K	0.18%	46
2025 Q2	$506K	Buy	5,176 +69	+1%	+$6.57K	0.18%	41
2025 Q1	$448K	Buy	5,107 +768	+18%	+$72K	0.17%	39
2024 Q4	$392K	Buy	4,339 +97	+2%	+$8.42K	0.15%	37
2024 Q3	$343K	Buy	4,242 +175	+4%	+$12.9K	0.14%	34
2024 Q2	$275K	Buy	4,067 +311	+8%	+$19.6K	0.12%	35
2024 Q1	$226K	Buy	+3,756	New	+$215K	0.1%	37

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

Whelan Financial's WMT Position: Q2 2026 in Review

Whelan Financial reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $10.1K and leaving 5,673 shares worth $642K. The position accounts for 0.18% of the portfolio, ranked #48.

Whelan Financial first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $715K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Whelan Financial held 5,673 shares of Walmart Inc worth $642K as of Q2 2026.
Whelan Financial sold 81 Walmart Inc shares in Q2 2026, an estimated $10.1K.
Walmart Inc made up 0.18% of Whelan Financial's portfolio in Q2 2026, its #48 holding.
Whelan Financial first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Whelan Financial's Walmart Inc position peaked at $715K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.