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Zhang Financial’s Walmart Inc WMT Stock Holding History

Zhang 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 		$4.95M Buy
43,714
+5,402
+14% +$671K 0.14% 79
2026
Q1 		$4.76M Buy
38,312
+1,564
+4% +$192K 0.16% 76
2025
Q4 		$4.09M Buy
36,748
+5,008
+16% +$538K 0.15% 82
2025
Q3 		$3.27M Buy
31,740
+3,937
+14% +$392K 0.13% 85
2025
Q2 		$2.72M Buy
27,803
+427
+2% +$40.7K 0.13% 90
2025
Q1 		$2.4M Buy
27,376
+12,707
+87% +$1.19M 0.13% 91
2024
Q4 		$1.33M Buy
14,669
+4,713
+47% +$409K 0.08% 130
2024
Q3 		$804K Sell
9,956
-115
-1% -$8.45K 0.05% 167
2024
Q2 		$682K Buy
10,071
+592
+6% +$37.3K 0.05% 165
2024
Q1 		$570K Sell
9,479
-211
-2% -$12.1K 0.04% 177
2023
Q4 		$509K Buy
9,690
+1,017
+12% +$53.8K 0.04% 180
2023
Q3 		$462K Buy
8,673
+585
+7% +$31.1K 0.05% 165
2023
Q2 		$424K Buy
8,088
+204
+3% +$10.3K 0.04% 174
2023
Q1 		$388K Sell
7,884
-459
-6% -$21.8K 0.04% 172
2022
Q4 		$394K Buy
8,343
+204
+3% +$9.69K 0.05% 163
2022
Q3 		$352K Buy
8,139
+267
+3% +$11.7K 0.05% 160
2022
Q2 		$319K Sell
7,872
-972
-11% -$44.8K 0.05% 173
2022
Q1 		$439K Buy
8,844
+444
+5% +$20.8K 0.07% 145
2021
Q4 		$405K Buy
8,400
+3,420
+69% +$163K 0.07% 139
2021
Q3 		$231K Sell
4,980
-558
-10% -$26.9K 0.05% 146
2021
Q2 		$260K Sell
5,538
-249
-4% -$11.6K 0.06% 118
2021
Q1 		$262K Buy
5,787
+264
+5% +$12.2K 0.07% 109
2020
Q4 		$265K Hold
5,523
– – 0.08% 94
2020
Q3 		$258K Buy
5,523
+6
+0.1% +$267 0.09% 86
2020
Q2 		$220K Buy
5,517
+9
+0.2% +$370 0.08% 87
2020
Q1 		$209K Sell
5,508
-444
-7% -$17.1K 0.09% 84
2019
Q4 		$236K Buy
5,952
+333
+6% +$13.2K 0.09% 87
2019
Q3 		$222K Buy
5,619
+6
+0.1% +$226 0.09% 80
2019
Q2 		$207K Sell
5,613
-1,053
-16% -$36.3K 0.09% 86
2019
Q1 		$217K Buy
+6,666
New +$216K 0.09% 79

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Zhang Financial's WMT Position: Q2 2026 in Review

Zhang Financial increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $671K and bringing the position to 43,714 shares worth $4.95M. The position accounts for 0.14% of the portfolio, ranked #79.

Zhang Financial first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Zhang Financial held 43,714 shares of Walmart Inc worth $4.95M as of Q2 2026.
  • Zhang Financial bought 5,402 Walmart Inc shares in Q2 2026, an estimated $671K.
  • Walmart Inc made up 0.14% of Zhang Financial's portfolio in Q2 2026, its #79 holding.
  • Zhang Financial first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.