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Axxcess Wealth Management’s Walmart Inc WMT Stock Holding History

Axxcess 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 		$27.4M Buy
242,329
+4,089
+2% +$508K 0.44% 49
2026
Q1 		$29.6M Sell
238,240
-38,745
-14% -$4.76M 0.95% 25
2025
Q4 		$30.9M Buy
276,985
+15,078
+6% +$1.62M 0.53% 43
2025
Q3 		$27M Buy
261,907
+948
+0.4% +$94.4K 0.57% 37
2025
Q2 		$25.5M Sell
260,959
-28,008
-10% -$2.67M 0.6% 35
2025
Q1 		$25.4M Buy
288,967
+14,721
+5% +$1.38M 0.67% 31
2024
Q4 		$24.8M Buy
274,246
+3,799
+1% +$330K 0.59% 35
2024
Q3 		$21.8M Buy
270,447
+6,536
+2% +$480K 0.54% 40
2024
Q2 		$17.9M Buy
263,911
+43,642
+20% +$2.75M 0.47% 44
2024
Q1 		$13.3M Sell
220,269
-30,489
-12% -$1.74M 0.36% 55
2023
Q4 		$13.2M Buy
250,758
+62,115
+33% +$3.29M 0.38% 54
2023
Q3 		$10.1M Buy
188,643
+93,888
+99% +$5M 0.34% 63
2023
Q2 		$4.96M Buy
94,755
+32,772
+53% +$1.65M 0.36% 68
2023
Q1 		$3.05M Buy
61,983
+4,932
+9% +$234K 0.23% 93
2022
Q4 		$2.7M Buy
57,051
+11,172
+24% +$531K 0.22% 99
2022
Q3 		$1.98M Buy
45,879
+10,065
+28% +$441K 0.19% 106
2022
Q2 		$1.45M Buy
35,814
+306
+0.9% +$14.1K 0.13% 145
2022
Q1 		$1.76M Sell
35,508
-1,569
-4% -$73.7K 0.14% 131
2021
Q4 		$1.79M Buy
+37,077
New +$1.77M 0.13% 135

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Axxcess Wealth Management increased its Walmart Inc (WMT) stake by 1.7% in Q2 2026, buying an estimated $508K and bringing the position to 242,329 shares worth $27.4M. The position accounts for 0.44% of the portfolio, ranked #49.

Axxcess Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.9M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Axxcess Wealth Management held 242,329 shares of Walmart Inc worth $27.4M as of Q2 2026.
  • Axxcess Wealth Management bought 4,089 Walmart Inc shares in Q2 2026, an estimated $508K.
  • Walmart Inc made up 0.44% of Axxcess Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Axxcess Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Walmart Inc position peaked at $30.9M in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.