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Baron Wealth Management’s Walmart Inc WMT Stock Holding History

Baron 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 		$1.29M Sell
11,432
-810
-7% -$101K 0.34% 36
2026
Q1 		$1.52M Sell
12,242
-533
-4% -$65.4K 0.45% 25
2025
Q4 		$1.42M Buy
12,775
+3,456
+37% +$371K 0.44% 28
2025
Q3 		$960K Buy
9,319
+516
+6% +$51.4K 0.32% 37
2025
Q2 		$861K Buy
8,803
+557
+7% +$53.1K 0.3% 39
2025
Q1 		$724K Sell
8,246
-146
-2% -$13.7K 0.32% 45
2024
Q4 		$758K Buy
8,392
+130
+2% +$11.3K 0.36% 39
2024
Q3 		$667K Buy
8,262
+586
+8% +$43K 0.32% 45
2024
Q2 		$520K Buy
7,676
+724
+10% +$45.6K 0.27% 55
2024
Q1 		$418K Buy
6,952
+1,180
+20% +$67.5K 0.22% 71
2023
Q4 		$303K Buy
5,772
+165
+3% +$8.73K 0.17% 106
2023
Q3 		$299K Buy
5,607
+42
+0.8% +$2.23K 0.19% 91
2023
Q2 		$292K Buy
5,565
+69
+1% +$3.48K 0.19% 98
2023
Q1 		$270K Buy
5,496
+168
+3% +$7.97K 0.19% 95
2022
Q4 		$252K Buy
+5,328
New +$253K 0.19% 98

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Baron Wealth Management's WMT Position: Q2 2026 in Review

Baron Wealth Management reduced its Walmart Inc (WMT) stake by 6.6% in Q2 2026, selling an estimated $101K and leaving 11,432 shares worth $1.29M. The position accounts for 0.34% of the portfolio, ranked #36.

Baron Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Baron Wealth Management held 11,432 shares of Walmart Inc worth $1.29M as of Q2 2026.
  • Baron Wealth Management sold 810 Walmart Inc shares in Q2 2026, an estimated $101K.
  • Walmart Inc made up 0.34% of Baron Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Baron Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Walmart Inc position peaked at $1.52M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.