Barton Investment Management’s Walmart Inc WMT Stock Holding History

Barton Investment 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	$287K	Hold	2,535	–	–	0.04%	55
2026 Q1	$315K	Hold	2,535	–	–	0.04%	48
2025 Q4	$282K	Hold	2,535	–	–	0.03%	49
2025 Q3	$261K	Hold	2,535	–	–	0.03%	49
2025 Q2	$248K	Hold	2,535	–	–	0.03%	46
2025 Q1	$223K	Hold	2,535	–	–	0.03%	44
2024 Q4	$229K	Hold	2,535	–	–	0.02%	46
2024 Q3	$205K	Buy	+2,535	New	+$186K	0.03%	48
2016 Q1	–	Sell	-2,535	Closed	-$52K	–	91
2015 Q4	$52K	Buy	+2,535	New	+$50.9K	0.02%	63

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Barton Investment Management's WMT Position: Q2 2026 in Review

Barton Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 2,535 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #55.

Barton Investment Management first reported a position in WMT in Q4 2015 and has held it in 9 quarters since. The position peaked at $315K in Q1 2026. 1,175 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Barton Investment Management held 2,535 shares of Walmart Inc worth $287K as of Q2 2026.
Barton Investment Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.04% of Barton Investment Management's portfolio in Q2 2026, its #55 holding.
Barton Investment Management first reported a position in Walmart Inc in Q4 2015 and has held it in 9 quarters since.
Barton Investment Management's Walmart Inc position peaked at $315K in Q1 2026.
1,175 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.