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Altus Wealth Group’s Walmart Inc WMT Stock Holding History

Altus Wealth Group’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 		$979K Buy
8,641
+452
+6% +$56.1K 0.35% 51
2026
Q1 		$1.02M Buy
8,189
+905
+12% +$111K 0.42% 48
2025
Q4 		$812K Buy
7,284
+269
+4% +$28.9K 0.32% 61
2025
Q3 		$723K Buy
7,015
+17
+0.2% +$1.69K 0.3% 65
2025
Q2 		$684K Buy
6,998
+7
+0.1% +$667 0.3% 63
2025
Q1 		$614K Sell
6,991
-18
-0.3% -$1.69K 0.29% 68
2024
Q4 		$633K Sell
7,009
-59
-0.8% -$5.12K 0.28% 75
2024
Q3 		$571K Buy
7,068
+235
+3% +$17.3K 0.24% 81
2024
Q2 		$463K Sell
6,833
-10
-0.1% -$630 0.23% 88
2024
Q1 		$412K Sell
6,843
-822
-11% -$47K 0.21% 96
2023
Q4 		$403K Sell
7,665
-603
-7% -$31.9K 0.22% 91
2023
Q3 		$441K Sell
8,268
-3
-0% -$160 0.28% 81
2023
Q2 		$433K Sell
8,271
-288
-3% -$14.5K 0.27% 86
2023
Q1 		$421K Buy
8,559
+6
+0.1% +$285 0.28% 81
2022
Q4 		$404K Buy
8,553
+2,784
+48% +$132K 0.31% 82
2022
Q3 		$268K Hold
5,769
– – 0.27% 90
2022
Q2 		$268K Sell
5,769
-27
-0.5% -$1.25K 0.27% 90
2022
Q1 		$288K Buy
5,796
+30
+0.5% +$1.41K 0.24% 83
2021
Q4 		$278K Sell
5,766
-3
-0.1% -$143 0.23% 92
2021
Q3 		$268K Buy
5,769
+33
+0.6% +$1.59K 0.27% 90
2021
Q2 		$270K Buy
5,736
+6
+0.1% +$279 0.26% 87
2021
Q1 		$269K Buy
5,730
+1,008
+21% +$46.7K 0.27% 84
2020
Q4 		$227K Buy
+4,722
New +$229K 0.22% 87

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

Altus Wealth Group's WMT Position: Q2 2026 in Review

Altus Wealth Group increased its Walmart Inc (WMT) stake by 5.5% in Q2 2026, buying an estimated $56.1K and bringing the position to 8,641 shares worth $979K. The position accounts for 0.35% of the portfolio, ranked #51.

Altus Wealth Group first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Altus Wealth Group held 8,641 shares of Walmart Inc worth $979K as of Q2 2026.
  • Altus Wealth Group bought 452 Walmart Inc shares in Q2 2026, an estimated $56.1K.
  • Walmart Inc made up 0.35% of Altus Wealth Group's portfolio in Q2 2026, its #51 holding.
  • Altus Wealth Group first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Walmart Inc position peaked at $1.02M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.