Barnes Wealth Management Group’s Walmart Inc WMT Stock Holding History

Barnes Wealth Management Group’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	$679K	Sell	5,994 -100	-2%	-$12.4K	0.31%	82
2026 Q1	$757K	Buy	6,094 +1,092	+22%	+$134K	0.38%	73
2025 Q4	$557K	Sell	5,002 -394	-7%	-$42.3K	0.3%	82
2025 Q3	$556K	Buy	5,396 +50	+0.9%	+$4.98K	0.31%	79
2025 Q2	$523K	Buy	5,346 +64	+1%	+$6.1K	0.31%	73
2025 Q1	$464K	Buy	5,282 +113	+2%	+$10.6K	0.3%	77
2024 Q4	$467K	Buy	+5,169	New	+$449K	0.31%	74

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Barnes Wealth Management Group reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $12.4K and leaving 5,994 shares worth $679K. The position accounts for 0.31% of the portfolio, ranked #82.

Barnes Wealth Management Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $757K in Q1 2026. 1,873 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Barnes Wealth Management Group held 5,994 shares of Walmart Inc worth $679K as of Q2 2026.
Barnes Wealth Management Group sold 100 Walmart Inc shares in Q2 2026, an estimated $12.4K.
Walmart Inc made up 0.31% of Barnes Wealth Management Group's portfolio in Q2 2026, its #82 holding.
Barnes Wealth Management Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Walmart Inc position peaked at $757K in Q1 2026.
1,873 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.