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Apeiron RIA’s Walmart Inc WMT Stock Holding History

Apeiron RIA’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 		$342K Sell
3,055
-3,856
-56% -$479K 0.09% 124
2026
Q1 		$859K Buy
6,911
+75
+1% +$9.21K 0.2% 88
2025
Q4 		$847K Sell
6,836
-1,720
-20% -$185K 0.17% 86
2025
Q3 		$874K Sell
8,556
-1,910
-18% -$190K 0.2% 92
2025
Q2 		$1.02M Sell
10,466
-1,205
-10% -$115K 0.26% 81
2025
Q1 		$1.02M Sell
11,671
-158
-1% -$14.8K 0.31% 70
2024
Q4 		$1.07M Sell
11,829
-1,567
-12% -$136K 0.3% 68
2024
Q3 		$1.08M Sell
13,396
-95
-0.7% -$6.98K 0.31% 60
2024
Q2 		$913K Buy
13,491
+5
+0% +$315 0.28% 66
2024
Q1 		$811K Buy
13,486
+145
+1% +$8.3K 0.24% 75
2023
Q4 		$701K Buy
13,341
+18
+0.1% +$952 0.22% 82
2023
Q3 		$710K Buy
13,323
+570
+4% +$30.3K 0.24% 72
2023
Q2 		$668K Buy
12,753
+360
+3% +$18.2K 0.23% 76
2023
Q1 		$609K Buy
12,393
+117
+1% +$5.55K 0.21% 80
2022
Q4 		$580K Buy
12,276
+363
+3% +$17.2K 0.22% 82
2022
Q3 		$527K Buy
+11,913
New +$522K 0.24% 77
2022
Q2 		– Sell
-7,356
Closed -$384K – 205
2022
Q1 		$384K Sell
7,356
-165
-2% -$7.75K 0.18% 99
2021
Q4 		$363K Buy
+7,521
New +$359K 0.15% 108

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
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
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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Apeiron RIA's WMT Position: Q2 2026 in Review

Apeiron RIA reduced its Walmart Inc (WMT) stake by 56% in Q2 2026, selling an estimated $479K and leaving 3,055 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #124.

Apeiron RIA first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q3 2024. 1,038 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Apeiron RIA held 3,055 shares of Walmart Inc worth $342K as of Q2 2026.
  • Apeiron RIA sold 3,856 Walmart Inc shares in Q2 2026, an estimated $479K.
  • Walmart Inc made up 0.09% of Apeiron RIA's portfolio in Q2 2026, its #124 holding.
  • Apeiron RIA first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Apeiron RIA's Walmart Inc position peaked at $1.08M in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.