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AM Investment Strategies’s Walmart Inc WMT Stock Holding History

AM Investment Strategies’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 		$3.91M Buy
34,558
+129
+0.4% +$16K 0.75% 26
2026
Q1 		$4.28M Buy
34,429
+375
+1% +$46K 0.94% 21
2025
Q4 		$3.79M Buy
34,054
+817
+2% +$87.7K 0.79% 24
2025
Q3 		$3.42M Buy
33,237
+31
+0.1% +$3.09K 0.74% 24
2025
Q2 		$3.25M Buy
33,206
+8,747
+36% +$833K 0.76% 23
2025
Q1 		$2.15M Buy
24,459
+2,143
+10% +$201K 0.52% 31
2024
Q4 		$2.02M Buy
22,316
+200
+0.9% +$17.4K 0.49% 31
2024
Q3 		$1.79M Buy
22,116
+12
+0.1% +$881 0.43% 36
2024
Q2 		$1.5M Buy
22,104
+28
+0.1% +$1.76K 0.37% 38
2024
Q1 		$1.33M Buy
22,076
+314
+1% +$18K 0.34% 42
2023
Q4 		$1.14M Sell
21,762
-3,783
-15% -$200K 0.32% 43
2023
Q3 		$1.36M Buy
25,545
+15
+0.1% +$798 0.44% 37
2023
Q2 		$1.34M Buy
25,530
+2,727
+12% +$138K 0.42% 38
2023
Q1 		$1.12M Buy
22,803
+18
+0.1% +$854 0.38% 40
2022
Q4 		$1.08M Hold
22,785
– – 0.38% 39
2022
Q3 		$985K Sell
22,785
-354
-2% -$15.5K 0.36% 39
2022
Q2 		$938K Sell
23,139
-1,041
-4% -$48K 0.33% 45
2022
Q1 		$1.2M Buy
24,180
+168
+0.7% +$7.89K 0.32% 41
2021
Q4 		$1.16M Buy
24,012
+2,226
+10% +$106K 0.28% 45
2021
Q3 		$1.01M Sell
21,786
-282
-1% -$13.6K 0.27% 45
2021
Q2 		$1.04M Buy
22,068
+36
+0.2% +$1.68K 0.27% 48
2021
Q1 		$998K Buy
22,032
+11,307
+105% +$524K 0.28% 45
2020
Q4 		$515K Buy
10,725
+630
+6% +$30.6K 0.16% 62
2020
Q3 		$471K Buy
+10,095
New +$449K 0.17% 60

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

AM Investment Strategies's WMT Position: Q2 2026 in Review

AM Investment Strategies increased its Walmart Inc (WMT) stake by 0.37% in Q2 2026, buying an estimated $16K and bringing the position to 34,558 shares worth $3.91M. The position accounts for 0.75% of the portfolio, ranked #26.

AM Investment Strategies first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.28M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • AM Investment Strategies held 34,558 shares of Walmart Inc worth $3.91M as of Q2 2026.
  • AM Investment Strategies bought 129 Walmart Inc shares in Q2 2026, an estimated $16K.
  • Walmart Inc made up 0.75% of AM Investment Strategies's portfolio in Q2 2026, its #26 holding.
  • AM Investment Strategies first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Walmart Inc position peaked at $4.28M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.