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Activest Wealth Management’s Walmart Inc WMT Stock Holding History

Activest 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 		$340K Sell
3,000
-1,986
-40% -$247K 0.07% 86
2026
Q1 		$620K Sell
4,986
-1,424
-22% -$175K 0.11% 80
2025
Q4 		$714K Buy
6,410
+1,378
+27% +$148K 0.13% 71
2025
Q3 		$519K Buy
5,032
+3,139
+166% +$312K 0.11% 79
2025
Q2 		$185K Sell
1,893
-508
-21% -$48.4K 0.04% 102
2025
Q1 		$211K Buy
2,401
+767
+47% +$72K 0.06% 91
2024
Q4 		$148K Buy
1,634
+24
+1% +$2.08K 0.04% 96
2024
Q3 		$130K Sell
1,610
-109
-6% -$8.01K 0.04% 104
2024
Q2 		$116K Buy
1,719
+332
+24% +$20.9K 0.04% 118
2024
Q1 		$83.5K Buy
1,387
+64
+5% +$3.66K 0.04% 88
2023
Q4 		$69.6K Hold
1,323
– – 0.04% 76
2023
Q3 		$70.6K Hold
1,323
– – 0.04% 74
2023
Q2 		$37.7K Sell
1,323
-18
-1% -$908 0.03% 107
2023
Q1 		$65.2K Buy
+1,341
New +$63.6K 0.04% 74
2022
Q3 		– Sell
-219
Closed -$9K – 621
2022
Q2 		$9K Sell
219
-1,557
-88% -$71.8K 0.01% 210
2022
Q1 		$88K Buy
1,776
+1,365
+332% +$64.1K 0.06% 71
2021
Q4 		$20K Sell
411
-345
-46% -$16.5K 0.01% 168
2021
Q3 		$35K Sell
756
-2,547
-77% -$123K 0.02% 131
2021
Q2 		$155K Sell
3,303
-396
-11% -$18.4K 0.12% 58
2021
Q1 		$167K Buy
+3,699
New +$171K 0.14% 54

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Activest Wealth Management reduced its Walmart Inc (WMT) stake by 40% in Q2 2026, selling an estimated $247K and leaving 3,000 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #86.

Activest Wealth Management first reported a position in WMT in Q1 2021 and has held it in 20 quarters since. The position peaked at $714K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Activest Wealth Management held 3,000 shares of Walmart Inc worth $340K as of Q2 2026.
  • Activest Wealth Management sold 1,986 Walmart Inc shares in Q2 2026, an estimated $247K.
  • Walmart Inc made up 0.07% of Activest Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Activest Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Walmart Inc position peaked at $714K in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.