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Boyce & Associates Wealth Consulting’s Walmart Inc WMT Stock Holding History

Boyce & Associates Wealth Consulting’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 		$736K Sell
6,502
-8,943
-58% -$1.11M 0.51% 40
2026
Q1 		$1.92M Buy
15,445
+11,917
+338% +$1.46M 1.45% 16
2025
Q4 		$393K Buy
3,528
+977
+38% +$105K 0.33% 47
2025
Q3 		$263K Buy
+2,551
New +$254K 0.22% 61

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

Boyce & Associates Wealth Consulting's WMT Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its Walmart Inc (WMT) stake by 58% in Q2 2026, selling an estimated $1.11M and leaving 6,502 shares worth $736K. The position accounts for 0.51% of the portfolio, ranked #40.

Boyce & Associates Wealth Consulting first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 6,502 shares of Walmart Inc worth $736K as of Q2 2026.
  • Boyce & Associates Wealth Consulting sold 8,943 Walmart Inc shares in Q2 2026, an estimated $1.11M.
  • Walmart Inc made up 0.51% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #40 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Boyce & Associates Wealth Consulting's Walmart Inc position peaked at $1.92M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.