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Alley Investment Management Company’s Walmart Inc WMT Stock Holding History

Alley Investment Management Company’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 		$368K Hold
3,251
– – 0.04% 78
2026
Q1 		$404K Sell
3,251
-116
-3% -$14.2K 0.05% 74
2025
Q4 		$375K Hold
3,367
– – 0.04% 79
2025
Q3 		$347K Hold
3,367
– – 0.04% 79
2025
Q2 		$329K Hold
3,367
– – 0.04% 78
2025
Q1 		$296K Hold
3,367
– – 0.04% 82
2024
Q4 		$304K Hold
3,367
– – 0.04% 81
2024
Q3 		$272K Hold
3,367
– – 0.03% 82
2024
Q2 		$228K Buy
+3,367
New +$212K 0.03% 83

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Alley Investment Management Company's WMT Position: Q2 2026 in Review

Alley Investment Management Company held its Walmart Inc (WMT) position steady in Q2 2026 at 3,251 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #78.

Alley Investment Management Company first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $404K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Alley Investment Management Company held 3,251 shares of Walmart Inc worth $368K as of Q2 2026.
  • Alley Investment Management Company left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.04% of Alley Investment Management Company's portfolio in Q2 2026, its #78 holding.
  • Alley Investment Management Company first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Alley Investment Management Company's Walmart Inc position peaked at $404K in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.