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Balance Wealth’s Walmart Inc WMT Stock Holding History

Balance Wealth’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 		$565K Buy
4,985
+664
+15% +$82.4K 0.15% 86
2026
Q1 		$537K Buy
4,321
+1,175
+37% +$144K 0.17% 84
2025
Q4 		$350K Sell
3,146
-3
-0.1% -$322 0.11% 108
2025
Q3 		$325K Buy
+3,149
New +$313K 0.08% 107

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Balance Wealth's WMT Position: Q2 2026 in Review

Balance Wealth increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $82.4K and bringing the position to 4,985 shares worth $565K. The position accounts for 0.15% of the portfolio, ranked #86.

Balance Wealth first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Balance Wealth held 4,985 shares of Walmart Inc worth $565K as of Q2 2026.
  • Balance Wealth bought 664 Walmart Inc shares in Q2 2026, an estimated $82.4K.
  • Walmart Inc made up 0.15% of Balance Wealth's portfolio in Q2 2026, its #86 holding.
  • Balance Wealth first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.