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Ameliora Wealth Management’s Walmart Inc WMT Stock Holding History

Ameliora 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 		$3.51M Sell
30,997
-928
-3% -$115K 1.04% 28
2026
Q1 		$3.97M Sell
31,925
-7,643
-19% -$938K 1.26% 24
2025
Q4 		$4.41M Buy
39,568
+3,624
+10% +$389K 1.34% 22
2025
Q3 		$3.7M Sell
35,944
-353
-1% -$35.1K 1.23% 22
2025
Q2 		$3.55M Sell
36,297
-5,019
-12% -$478K 1.27% 19
2025
Q1 		$3.63M Sell
41,316
-13,982
-25% -$1.31M 1.36% 21
2024
Q4 		$5M Buy
55,298
+560
+1% +$48.6K 1.87% 17
2024
Q3 		$4.42M Sell
54,738
-886
-2% -$65.1K 1.84% 16
2024
Q2 		$3.77M Sell
55,624
-23,397
-30% -$1.47M 1.71% 20
2024
Q1 		$4.75M Buy
79,021
+310
+0.4% +$17.7K 2.16% 14
2023
Q4 		$4.14M Buy
78,711
+6,027
+8% +$319K 2.05% 15
2023
Q3 		$3.87M Sell
72,684
-354
-0.5% -$18.8K 2.3% 13
2023
Q2 		$3.83M Buy
73,038
+3,606
+5% +$182K 2.36% 11
2023
Q1 		$3.41M Sell
69,432
-38,871
-36% -$1.84M 1.99% 12
2022
Q4 		$5.12M Sell
108,303
-24,081
-18% -$1.14M 2.74% 13
2022
Q3 		$5.81M Buy
132,384
+9,591
+8% +$420K 3.15% 10
2022
Q2 		$4.98M Sell
122,793
-246,000
-67% -$11.3M 5.89% 4
2022
Q1 		$16.8M Buy
368,793
+14,475
+4% +$680K 11.08% 3
2021
Q4 		$15.6M Buy
+354,318
New +$16.9M 14.25% 2

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
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

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

Ameliora Wealth Management reduced its Walmart Inc (WMT) stake by 2.9% in Q2 2026, selling an estimated $115K and leaving 30,997 shares worth $3.51M. The position accounts for 1.04% of the portfolio, ranked #28.

Ameliora Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.8M in Q1 2022. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ameliora Wealth Management held 30,997 shares of Walmart Inc worth $3.51M as of Q2 2026.
  • Ameliora Wealth Management sold 928 Walmart Inc shares in Q2 2026, an estimated $115K.
  • Walmart Inc made up 1.04% of Ameliora Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Ameliora Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Ameliora Wealth Management's Walmart Inc position peaked at $16.8M in Q1 2022.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.