Alterna Wealth Management’s Walmart Inc WMT Stock Holding History

Alterna 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	$334K	Buy	2,947 +344	+13%	+$42.7K	0.19%	78
2026 Q1	$324K	Hold	2,603	–	–	0.25%	78
2025 Q4	$290K	Buy	2,603 +220	+9%	+$23.6K	0.24%	81
2025 Q3	$246K	Sell	2,383 -997	-29%	-$99.3K	0.2%	86
2025 Q2	$330K	Sell	3,380 -3,587	-51%	-$342K	0.26%	73
2025 Q1	$612K	Buy	6,967 +1,404	+25%	+$132K	0.46%	50
2024 Q4	$503K	Buy	5,563 +500	+10%	+$43.4K	0.42%	50
2024 Q3	$409K	Hold	5,063	–	–	0.37%	59
2024 Q2	$343K	Buy	+5,063	New	+$319K	0.3%	74
2019 Q1	–	Sell	-47,127	Closed	-$1.19M	–	337
2018 Q4	$1.19M	Buy	+47,127	New	+$1.51M	0.19%	84

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Alterna Wealth Management increased its Walmart Inc (WMT) stake by 13% in Q2 2026, buying an estimated $42.7K and bringing the position to 2,947 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #78.

Alterna Wealth Management first reported a position in WMT in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2018. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Alterna Wealth Management held 2,947 shares of Walmart Inc worth $334K as of Q2 2026.
Alterna Wealth Management bought 344 Walmart Inc shares in Q2 2026, an estimated $42.7K.
Walmart Inc made up 0.19% of Alterna Wealth Management's portfolio in Q2 2026, its #78 holding.
Alterna Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 10 quarters since.
Alterna Wealth Management's Walmart Inc position peaked at $1.19M in Q4 2018.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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