Allen Wealth Management’s Walmart Inc WMT Stock Holding History

Allen 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	$724K	Hold	6,389	–	–	0.35%	34
2026 Q1	$794K	Hold	6,389	–	–	0.4%	37
2025 Q4	$712K	Sell	6,389 -30	-0.5%	-$3.22K	0.43%	38
2025 Q3	$662K	Sell	6,419 -100	-2%	-$9.96K	0.45%	36
2025 Q2	$637K	Sell	6,519 -258	-4%	-$24.6K	0.45%	35
2025 Q1	$595K	Sell	6,777 -300	-4%	-$28.1K	0.41%	38
2024 Q4	$639K	Sell	7,077 -425	-6%	-$36.9K	0.46%	37
2024 Q3	$606K	Sell	7,502 -45	-0.6%	-$3.31K	0.42%	37
2024 Q2	$511K	Buy	7,547 +931	+14%	+$58.6K	0.45%	38
2024 Q1	$398K	Buy	6,616 +850	+15%	+$48.6K	0.35%	43
2023 Q4	$303K	Buy	+5,766	New	+$305K	0.3%	42

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Allen Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 6,389 shares worth $724K. The position accounts for 0.35% of the portfolio, ranked #34.

Allen Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $794K in Q1 2026. 2,154 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Allen Wealth Management held 6,389 shares of Walmart Inc worth $724K as of Q2 2026.
Allen Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.35% of Allen Wealth Management's portfolio in Q2 2026, its #34 holding.
Allen Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Walmart Inc position peaked at $794K in Q1 2026.
2,154 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.