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Baker Tilly Wealth Management’s Walmart Inc WMT Stock Holding History

Baker Tilly 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 		$889K Buy
7,852
+360
+5% +$44.7K 0.19% 101
2026
Q1 		$931K Buy
7,492
+100
+1% +$12.3K 0.23% 90
2025
Q4 		$824K Buy
7,392
+2,223
+43% +$239K 0.2% 103
2025
Q3 		$533K Buy
5,169
+508
+11% +$50.6K 0.12% 142
2025
Q2 		$456K Buy
4,661
+20
+0.4% +$1.91K 0.16% 134
2025
Q1 		$407K Sell
4,641
-238
-5% -$22.3K 0.16% 145
2024
Q4 		$441K Sell
4,879
-128
-3% -$11.1K 0.17% 132
2024
Q3 		$404K Sell
5,007
-4,287
-46% -$315K 0.18% 134
2024
Q2 		$629K Sell
9,294
-29,131
-76% -$1.83M 0.26% 95
2024
Q1 		$2.31M Sell
38,425
-1,388
-3% -$79.4K 0.42% 56
2023
Q4 		$2.09M Sell
39,813
-1,302
-3% -$68.9K 0.34% 63
2023
Q3 		$2.19M Sell
41,115
-8,796
-18% -$468K 0.36% 59
2023
Q2 		$2.62M Buy
49,911
+1,905
+4% +$96.1K 0.27% 80
2023
Q1 		$2.36M Buy
48,006
+2,724
+6% +$129K 0.27% 82
2022
Q4 		$2.14M Sell
45,282
-1,014
-2% -$48.2K 0.26% 87
2022
Q3 		$2M Sell
46,296
-4,785
-9% -$210K 0.27% 79
2022
Q2 		$2.07M Buy
51,081
+5,844
+13% +$269K 0.27% 80
2022
Q1 		$2.25M Sell
45,237
-2,943
-6% -$138K 0.25% 83
2021
Q4 		$2.32M Buy
48,180
+3,984
+9% +$190K 0.25% 80
2021
Q3 		$2.05M Buy
44,196
+1,296
+3% +$62.4K 0.27% 73
2021
Q2 		$2.02M Buy
42,900
+3,081
+8% +$144K 0.33% 69
2021
Q1 		$1.8M Buy
39,819
+10,215
+35% +$473K 0.37% 65
2020
Q4 		$1.42M Buy
+29,604
New +$1.44M 0.44% 51

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Baker Tilly Wealth Management's WMT Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Walmart Inc (WMT) stake by 4.8% in Q2 2026, buying an estimated $44.7K and bringing the position to 7,852 shares worth $889K. The position accounts for 0.19% of the portfolio, ranked #101.

Baker Tilly Wealth Management first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.62M in Q2 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Baker Tilly Wealth Management held 7,852 shares of Walmart Inc worth $889K as of Q2 2026.
  • Baker Tilly Wealth Management bought 360 Walmart Inc shares in Q2 2026, an estimated $44.7K.
  • Walmart Inc made up 0.19% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Baker Tilly Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Walmart Inc position peaked at $2.62M in Q2 2023.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.