2WWM
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21 West Wealth Management’s Walmart Inc WMT Stock Holding History

21 West Wealth Management’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 Hold
1,876
– – 0.18% 65
2026
Q1 		$233K Hold
1,876
– – 0.22% 60
2025
Q4 		$209K Buy
+1,876
New +$201K 0.19% 61

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

21 West Wealth Management's WMT Position: Q2 2026 in Review

21 West Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 1,876 shares worth $212K. The position accounts for 0.18% of the portfolio, ranked #65.

21 West Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 944 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • 21 West Wealth Management held 1,876 shares of Walmart Inc worth $212K as of Q2 2026.
  • 21 West Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.18% of 21 West Wealth Management's portfolio in Q2 2026, its #65 holding.
  • 21 West Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 21 West Wealth Management's Walmart Inc position peaked at $233K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.