WFA
WMT icon

Woodward Financial Advisors’s Walmart Inc WMT Stock Holding History

Woodward 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 		$212K Sell
1,876
-35
-2% -$4.34K 0.07% 64
2026
Q1 		$236K Hold
1,911
– – 0.09% 53
2025
Q4 		$213K Buy
+1,911
New +$205K 0.08% 59
2025
Q3 		– Sell
-2,301
Closed -$225K – 63
2025
Q2 		$225K Hold
2,301
– – 0.09% 57
2025
Q1 		$202K Hold
2,301
– – 0.1% 55
2024
Q4 		$208K Buy
+2,301
New +$200K 0.1% 56

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 $3.38T AUM 44.17% 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

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

Woodward Financial Advisors reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $4.34K and leaving 1,876 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #64.

Woodward Financial Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $236K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Woodward Financial Advisors held 1,876 shares of Walmart Inc worth $212K as of Q2 2026.
  • Woodward Financial Advisors sold 35 Walmart Inc shares in Q2 2026, an estimated $4.34K.
  • Walmart Inc made up 0.07% of Woodward Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Woodward Financial Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Woodward Financial Advisors's Walmart Inc position peaked at $236K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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