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Apella Capital’s Walmart Inc WMT Stock Holding History

Apella Capital’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 		$6.92M Sell
62,027
-594
-0.9% -$73.7K 0.1% 142
2026
Q1 		$7.98M Buy
62,621
+42,418
+210% +$5.21M 0.12% 131
2025
Q4 		$2.25M Buy
20,203
+1,118
+6% +$120K 0.04% 191
2025
Q3 		$2.03M Buy
19,085
+1,902
+11% +$189K 0.05% 183
2025
Q2 		$1.71M Buy
17,183
+945
+6% +$90K 0.05% 176
2025
Q1 		$1.45M Buy
16,238
+8,106
+100% +$760K 0.05% 159
2024
Q4 		$735K Buy
8,132
+584
+8% +$50.7K 0.03% 191
2024
Q3 		$607K Buy
7,548
+358
+5% +$26.3K 0.03% 200
2024
Q2 		$503K Buy
7,190
+447
+7% +$28.1K 0.02% 203
2024
Q1 		$403K Sell
6,743
-2,197
-25% -$126K 0.02% 211
2023
Q4 		$470K Sell
8,940
-258
-3% -$13.7K 0.03% 189
2023
Q3 		$490K Buy
9,198
+138
+2% +$7.34K 0.03% 172
2023
Q2 		$475K Buy
+9,060
New +$457K 0.03% 175
2022
Q4 		$397K Buy
8,403
+1,452
+21% +$69K 0.04% 169
2022
Q3 		$301K Sell
6,951
-531
-7% -$23.3K 0.04% 174
2022
Q2 		$303K Buy
+7,482
New +$345K 0.04% 177
2021
Q2 		– Sell
-8,571
Closed -$388K – 211
2021
Q1 		$388K Sell
8,571
-2,400
-22% -$111K 0.12% 92
2020
Q4 		$527K Buy
10,971
+6,000
+121% +$291K 0.18% 81
2020
Q3 		$232K Buy
+4,971
New +$221K 0.09% 111

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

Apella Capital's WMT Position: Q2 2026 in Review

Apella Capital reduced its Walmart Inc (WMT) stake by 0.95% in Q2 2026, selling an estimated $73.7K and leaving 62,027 shares worth $6.92M. The position accounts for 0.1% of the portfolio, ranked #142.

Apella Capital first reported a position in WMT in Q3 2020 and has held it in 19 quarters since. The position peaked at $7.98M in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Apella Capital held 62,027 shares of Walmart Inc worth $6.92M as of Q2 2026.
  • Apella Capital sold 594 Walmart Inc shares in Q2 2026, an estimated $73.7K.
  • Walmart Inc made up 0.1% of Apella Capital's portfolio in Q2 2026, its #142 holding.
  • Apella Capital first reported a position in Walmart Inc in Q3 2020 and has held it in 19 quarters since.
  • Apella Capital's Walmart Inc position peaked at $7.98M in Q1 2026.
  • 1,094 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.