Aspect Partners’s Walmart Inc WMT Stock Holding History

Aspect Partners’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	$76K	Hold	671	–	–	0.03%	123
2026 Q1	$83.4K	Hold	671	–	–	0.03%	115
2025 Q4	$74.8K	Buy	671 +42	+7%	+$4.51K	0.03%	119
2025 Q3	$64.8K	Sell	629 -179	-22%	-$17.8K	0.03%	137
2025 Q2	$79K	Buy	808 +176	+28%	+$16.8K	0.04%	126
2025 Q1	$55.5K	Sell	632 -74	-10%	-$6.94K	0.03%	124
2024 Q4	$63.8K	Buy	706 +43	+6%	+$3.73K	0.04%	119
2024 Q3	$53.5K	Hold	663	–	–	0.03%	117
2024 Q2	$44.9K	Hold	663	–	–	0.03%	127
2024 Q1	$39.9K	Hold	663	–	–	0.03%	133
2023 Q4	$34.8K	Buy	+663	New	+$35.1K	0.02%	134

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

Aspect Partners's WMT Position: Q2 2026 in Review

Aspect Partners held its Walmart Inc (WMT) position steady in Q2 2026 at 671 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #123.

Aspect Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $83.4K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Aspect Partners held 671 shares of Walmart Inc worth $76K as of Q2 2026.
Aspect Partners left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.03% of Aspect Partners's portfolio in Q2 2026, its #123 holding.
Aspect Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Walmart Inc position peaked at $83.4K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.