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Alteri Wealth’s Walmart Inc WMT Stock Holding History

Alteri Wealth’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 		$9.19M Buy
81,161
+486
+0.6% +$60.3K 2.54% 6
2026
Q1 		$10M Sell
80,675
-1,404
-2% -$172K 3.25% 4
2025
Q4 		$9.14M Sell
82,079
-3,154
-4% -$339K 2.96% 5
2025
Q3 		$8.78M Buy
85,233
+538
+0.6% +$53.6K 3.02% 5
2025
Q2 		$8.28M Sell
84,695
-1,837
-2% -$175K 3.21% 5
2025
Q1 		$7.6M Buy
86,532
+4,259
+5% +$400K 3.34% 3
2024
Q4 		$7.43M Buy
+82,273
New +$7.14M 2.06% 7

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alteri Wealth's WMT Position: Q2 2026 in Review

Alteri Wealth increased its Walmart Inc (WMT) stake by 0.6% in Q2 2026, buying an estimated $60.3K and bringing the position to 81,161 shares worth $9.19M. The position accounts for 2.54% of the portfolio, ranked #6.

Alteri Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Alteri Wealth held 81,161 shares of Walmart Inc worth $9.19M as of Q2 2026.
  • Alteri Wealth bought 486 Walmart Inc shares in Q2 2026, an estimated $60.3K.
  • Walmart Inc made up 2.54% of Alteri Wealth's portfolio in Q2 2026, its #6 holding.
  • Alteri Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Walmart Inc position peaked at $10M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.