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Rose Capital Advisors LLC’s Walmart Inc WMT Stock Holding History

Rose Capital Advisors LLC’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 		$486K Buy
+4,291
New +$533K 0.24% 67

Other funds holding WMT

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rose Capital Advisors LLC's WMT Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Walmart Inc (WMT) in Q2 2026: 4,291 shares worth $486K. The stake represents 0.24% of the portfolio and ranks #67 among its holdings.

2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Rose Capital Advisors LLC held 4,291 shares of Walmart Inc worth $486K as of Q2 2026.
  • Walmart Inc was a new Rose Capital Advisors LLC position in Q2 2026.
  • Walmart Inc made up 0.24% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #67 holding.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.