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Berman McAleer’s Walmart Inc WMT Stock Holding History

Berman McAleer’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 		$1.17M Buy
10,308
+67
+0.7% +$8.32K 0.14% 58
2026
Q1 		$1.27M Buy
10,241
+157
+2% +$19.3K 0.17% 50
2025
Q4 		$1.12M Sell
10,084
-1,648
-14% -$177K 0.15% 55
2025
Q3 		$1.21M Buy
+11,732
New +$1.17M 0.17% 54

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berman McAleer's WMT Position: Q2 2026 in Review

Berman McAleer increased its Walmart Inc (WMT) stake by 0.65% in Q2 2026, buying an estimated $8.32K and bringing the position to 10,308 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #58.

Berman McAleer first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q1 2026. 2,211 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Berman McAleer held 10,308 shares of Walmart Inc worth $1.17M as of Q2 2026.
  • Berman McAleer bought 67 Walmart Inc shares in Q2 2026, an estimated $8.32K.
  • Walmart Inc made up 0.14% of Berman McAleer's portfolio in Q2 2026, its #58 holding.
  • Berman McAleer first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Walmart Inc position peaked at $1.27M in Q1 2026.
  • 2,211 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.