BOS Asset Management’s Walmart Inc WMT Stock Holding History

BOS Asset 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	$862K	Hold	7,614	–	–	0.2%	82
2026 Q1	$946K	Buy	7,614 +21	+0.3%	+$2.58K	0.24%	78
2025 Q4	$846K	Sell	7,593 -25	-0.3%	-$2.68K	0.23%	83
2025 Q3	$785K	Buy	7,618 +64	+0.8%	+$6.37K	0.22%	82
2025 Q2	$739K	Hold	7,554	–	–	0.24%	78
2025 Q1	$663K	Hold	7,554	–	–	0.23%	81
2024 Q4	$683K	Sell	7,554 -96	-1%	-$8.33K	0.24%	74
2024 Q3	$618K	Hold	7,650	–	–	0.23%	71
2024 Q2	$518K	Hold	7,650	–	–	0.24%	79
2024 Q1	$460K	Hold	7,650	–	–	0.24%	70
2023 Q4	$402K	Sell	7,650 -2,325	-23%	-$123K	0.28%	87
2023 Q3	$532K	Sell	9,975 -90	-0.9%	-$4.79K	0.39%	63
2023 Q2	$527K	Sell	10,065 -36	-0.4%	-$1.82K	0.41%	61
2023 Q1	$496K	Sell	10,101 -540	-5%	-$25.6K	0.41%	61
2022 Q4	$503K	Buy	+10,641	New	+$505K	0.45%	61

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

BOS Asset Management's WMT Position: Q2 2026 in Review

BOS Asset Management held its Walmart Inc (WMT) position steady in Q2 2026 at 7,614 shares worth $862K. The position accounts for 0.2% of the portfolio, ranked #82.

BOS Asset Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $946K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

BOS Asset Management held 7,614 shares of Walmart Inc worth $862K as of Q2 2026.
BOS Asset Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.2% of BOS Asset Management's portfolio in Q2 2026, its #82 holding.
BOS Asset Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's Walmart Inc position peaked at $946K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.