BetterWealth’s Walmart Inc WMT Stock Holding History

BetterWealth’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	$422K	Hold	3,729	–	–	0.07%	54
2026 Q1	$463K	Buy	3,729 +673	+22%	+$82.6K	0.09%	47
2025 Q4	$340K	Sell	3,056 -46	-1%	-$4.94K	0.08%	42
2025 Q3	$320K	Buy	3,102 +43	+1%	+$4.28K	0.08%	46
2025 Q2	$299K	Sell	3,059 -33	-1%	-$3.14K	0.08%	47
2025 Q1	$271K	Sell	3,092 -23	-0.7%	-$2.16K	0.08%	47
2024 Q4	$281K	Buy	3,115 +36	+1%	+$3.12K	0.08%	54
2024 Q3	$249K	Buy	3,079 +8	+0.3%	+$588	0.07%	55
2024 Q2	$208K	Buy	+3,071	New	+$193K	0.07%	59

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

BetterWealth's WMT Position: Q2 2026 in Review

BetterWealth held its Walmart Inc (WMT) position steady in Q2 2026 at 3,729 shares worth $422K. The position accounts for 0.07% of the portfolio, ranked #54.

BetterWealth first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $463K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

BetterWealth held 3,729 shares of Walmart Inc worth $422K as of Q2 2026.
BetterWealth left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.07% of BetterWealth's portfolio in Q2 2026, its #54 holding.
BetterWealth first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
BetterWealth's Walmart Inc position peaked at $463K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.