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Boston Standard Wealth Management’s Walmart Inc WMT Stock Holding History

Boston Standard 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 		$222K Hold
2,063
– – 0.03% 54
2026
Q1 		$255K Hold
2,063
– – 0.04% 50
2025
Q4 		$230K Hold
2,063
– – 0.04% 48
2025
Q3 		$213K Sell
2,063
-327
-14% -$32.6K 0.04% 47
2025
Q2 		$234K Buy
+2,390
New +$228K 0.04% 45

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Boston Standard Wealth Management's WMT Position: Q2 2026 in Review

Boston Standard Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 2,063 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #54.

Boston Standard Wealth Management first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $255K in Q1 2026. 1,841 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Boston Standard Wealth Management held 2,063 shares of Walmart Inc worth $222K as of Q2 2026.
  • Boston Standard Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.03% of Boston Standard Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Boston Standard Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Boston Standard Wealth Management's Walmart Inc position peaked at $255K in Q1 2026.
  • 1,841 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.