Barnes Dennig Private Wealth Management’s Walmart Inc WMT Stock Holding History

Barnes Dennig Private 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	$712K	Buy	6,288 +98	+2%	+$12.2K	0.57%	37
2026 Q1	$769K	Sell	6,190 -1	-0%	-$123	0.76%	32
2025 Q4	$690K	Buy	6,191 +231	+4%	+$24.8K	0.69%	36
2025 Q3	$614K	Buy	5,960 +425	+8%	+$42.3K	0.66%	37
2025 Q2	$541K	Buy	5,535 +108	+2%	+$10.3K	0.65%	36
2025 Q1	$476K	Buy	+5,427	New	+$509K	0.72%	32

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

Barnes Dennig Private Wealth Management's WMT Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 6,288 shares worth $712K. The position accounts for 0.57% of the portfolio, ranked #37.

Barnes Dennig Private Wealth Management first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $769K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Barnes Dennig Private Wealth Management held 6,288 shares of Walmart Inc worth $712K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 98 Walmart Inc shares in Q2 2026, an estimated $12.2K.
Walmart Inc made up 0.57% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #37 holding.
Barnes Dennig Private Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's Walmart Inc position peaked at $769K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.