AlTi Global’s Walmart Inc WMT Stock Holding History

AlTi Global’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	$15.3M	Buy	135,498 +3,059	+2%	+$380K	0.32%	43
2026 Q1	$16.5M	Sell	132,439 -1,661	-1%	-$204K	0.36%	39
2025 Q4	$15M	Buy	134,100 +455	+0.3%	+$48.9K	0.32%	44
2025 Q3	$13.8M	Buy	133,645 +1,468	+1%	+$146K	0.32%	47
2025 Q2	$12.9M	Sell	132,177 -2,813	-2%	-$268K	0.32%	44
2025 Q1	$11.9M	Sell	134,990 -1,498	-1%	-$141K	0.31%	43
2024 Q4	$12.4M	Buy	136,488 +2,202	+2%	+$191K	0.3%	45
2024 Q3	$10.8M	Sell	134,286 -11,614	-8%	-$853K	0.26%	50
2024 Q2	$9.88M	Buy	145,900 +350	+0.2%	+$22K	0.27%	48
2024 Q1	$8.79M	Buy	145,550 +64,517	+80%	+$3.69M	0.24%	51
2023 Q4	$4.27M	Buy	+81,033	New	+$4.29M	0.13%	86

Other funds holding WMT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AlTi Global's WMT Position: Q2 2026 in Review

AlTi Global increased its Walmart Inc (WMT) stake by 2.3% in Q2 2026, buying an estimated $380K and bringing the position to 135,498 shares worth $15.3M. The position accounts for 0.32% of the portfolio, ranked #43.

AlTi Global first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.5M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

AlTi Global held 135,498 shares of Walmart Inc worth $15.3M as of Q2 2026.
AlTi Global bought 3,059 Walmart Inc shares in Q2 2026, an estimated $380K.
Walmart Inc made up 0.32% of AlTi Global's portfolio in Q2 2026, its #43 holding.
AlTi Global first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Walmart Inc position peaked at $16.5M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.