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Accurate Wealth Management’s Walmart Inc WMT Stock Holding History

Accurate 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 		$6.71M Buy
58,915
+5,572
+10% +$692K 0.64% 25
2026
Q1 		$6.77M Buy
53,343
+848
+2% +$104K 0.81% 22
2025
Q4 		$6.01M Buy
52,495
+2,977
+6% +$320K 0.76% 21
2025
Q3 		$5.3M Buy
49,518
+3,181
+7% +$317K 0.71% 22
2025
Q2 		$4.4M Buy
46,337
+6,785
+17% +$646K 0.67% 24
2025
Q1 		$3.67M Buy
39,552
+7,861
+25% +$737K 0.7% 27
2024
Q4 		$2.95M Buy
31,691
+2,036
+7% +$177K 0.57% 43
2024
Q3 		$2.42M Buy
29,655
+784
+3% +$57.6K 0.49% 59
2024
Q2 		$2.01M Sell
28,871
-1,369
-5% -$86.2K 0.48% 59
2024
Q1 		$1.8M Buy
30,240
+5,088
+20% +$291K 0.53% 58
2023
Q4 		$1.35M Sell
25,152
-6,060
-19% -$321K 0.42% 68
2023
Q3 		$1.68M Buy
31,212
+3,477
+13% +$185K 0.53% 54
2023
Q2 		$1.43M Buy
27,735
+1,617
+6% +$81.6K 0.45% 57
2023
Q1 		$1.31M Buy
26,118
+2,922
+13% +$139K 0.45% 60
2022
Q4 		$1.12M Buy
23,196
+5,508
+31% +$262K 0.41% 54
2022
Q3 		$771K Buy
17,688
+198
+1% +$8.67K 0.32% 64
2022
Q2 		$720K Buy
17,490
+177
+1% +$8.16K 0.39% 57
2022
Q1 		$859K Buy
17,313
+1,842
+12% +$86.5K 0.38% 58
2021
Q4 		$733K Buy
15,471
+123
+0.8% +$5.87K 0.6% 45
2021
Q3 		$712K Buy
15,348
+1,137
+8% +$54.8K 0.62% 44
2021
Q2 		$668K Buy
+14,211
New +$662K 0.59% 41

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Accurate Wealth Management's WMT Position: Q2 2026 in Review

Accurate Wealth Management increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $692K and bringing the position to 58,915 shares worth $6.71M. The position accounts for 0.64% of the portfolio, ranked #25.

Accurate Wealth Management first reported a position in WMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.77M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Accurate Wealth Management held 58,915 shares of Walmart Inc worth $6.71M as of Q2 2026.
  • Accurate Wealth Management bought 5,572 Walmart Inc shares in Q2 2026, an estimated $692K.
  • Walmart Inc made up 0.64% of Accurate Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Accurate Wealth Management first reported a position in Walmart Inc in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Walmart Inc position peaked at $6.77M in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.