BankPlus Trust Department’s Walmart Inc WMT Stock Holding History

BankPlus Trust Department’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	$3.67M	Buy	32,362 +1,048	+3%	+$130K	0.86%	24
2026 Q1	$3.89M	Buy	31,314 +7,618	+32%	+$935K	1.04%	15
2025 Q4	$2.64M	Sell	23,696 -871	-4%	-$93.5K	0.69%	33
2025 Q3	$2.53M	Sell	24,567 -312	-1%	-$31.1K	0.68%	30
2025 Q2	$2.43M	Buy	24,879 +1,947	+8%	+$186K	0.72%	27
2025 Q1	$2.01M	Sell	22,932 -75	-0.3%	-$7.04K	0.67%	33
2024 Q4	$2.08M	Buy	+23,007	New	+$2M	0.68%	30

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

BankPlus Trust Department's WMT Position: Q2 2026 in Review

BankPlus Trust Department increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $130K and bringing the position to 32,362 shares worth $3.67M. The position accounts for 0.86% of the portfolio, ranked #24.

BankPlus Trust Department first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

BankPlus Trust Department held 32,362 shares of Walmart Inc worth $3.67M as of Q2 2026.
BankPlus Trust Department bought 1,048 Walmart Inc shares in Q2 2026, an estimated $130K.
Walmart Inc made up 0.86% of BankPlus Trust Department's portfolio in Q2 2026, its #24 holding.
BankPlus Trust Department first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Walmart Inc position peaked at $3.89M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.