WFS
WMT icon

Widmann Financial Services’s Walmart Inc WMT Stock Holding History

Widmann Financial Services’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 		$740K Sell
6,534
-822
-11% -$102K 0.4% 66
2026
Q1 		$914K Sell
7,356
-99
-1% -$12.2K 0.54% 55
2025
Q4 		$831K Buy
7,455
+900
+14% +$96.6K 0.51% 58
2025
Q3 		$676K Buy
6,555
+1
+0% +$100 0.42% 62
2025
Q2 		$641K Buy
6,554
+47
+0.7% +$4.48K 0.45% 58
2025
Q1 		$571K Hold
6,507
– – 0.44% 56
2024
Q4 		$588K Hold
6,507
– – 0.45% 53
2024
Q3 		$525K Sell
6,507
-98
-1% -$7.2K 0.4% 56
2024
Q2 		$447K Buy
6,605
+3
+0% +$189 0.36% 54
2024
Q1 		$397K Sell
6,602
-1,198
-15% -$68.5K 0.33% 59
2023
Q4 		$410K Sell
7,800
-2,421
-24% -$128K 0.37% 54
2023
Q3 		$545K Buy
10,221
+2,595
+34% +$138K 0.54% 51
2023
Q2 		$400K Buy
7,626
+3
+0% +$151 0.38% 56
2023
Q1 		$375K Hold
7,623
– – 0.38% 58
2022
Q4 		$360K Buy
7,623
+3
+0% +$142 0.38% 59
2022
Q3 		$330K Hold
7,620
– – 0.37% 63
2022
Q2 		$308K Sell
7,620
-897
-11% -$41.4K 0.32% 65
2022
Q1 		$422K Hold
8,517
– – 0.37% 56
2021
Q4 		$410K Buy
+8,517
New +$407K 0.34% 55

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

Widmann Financial Services's WMT Position: Q2 2026 in Review

Widmann Financial Services reduced its Walmart Inc (WMT) stake by 11% in Q2 2026, selling an estimated $102K and leaving 6,534 shares worth $740K. The position accounts for 0.4% of the portfolio, ranked #66.

Widmann Financial Services first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $914K in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Widmann Financial Services held 6,534 shares of Walmart Inc worth $740K as of Q2 2026.
  • Widmann Financial Services sold 822 Walmart Inc shares in Q2 2026, an estimated $102K.
  • Walmart Inc made up 0.4% of Widmann Financial Services's portfolio in Q2 2026, its #66 holding.
  • Widmann Financial Services first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Walmart Inc position peaked at $914K in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.