Broadway Wealth Solutions’s Walmart Inc WMT Stock Holding History

Broadway Wealth Solutions’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	$490K	Buy	4,330 +15	+0.3%	+$1.86K	0.23%	36
2026 Q1	$536K	Sell	4,315 -349	-7%	-$42.8K	0.28%	30
2025 Q4	$520K	Sell	4,664 -292	-6%	-$31.4K	0.28%	32
2025 Q3	$511K	Buy	4,956 +373	+8%	+$37.1K	0.29%	30
2025 Q2	$448K	Sell	4,583 -181	-4%	-$17.2K	0.28%	32
2025 Q1	$418K	Buy	4,764 +430	+10%	+$40.3K	0.31%	31
2024 Q4	$392K	Buy	+4,334	New	+$376K	0.3%	36

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Broadway Wealth Solutions's WMT Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Walmart Inc (WMT) stake by 0.35% in Q2 2026, buying an estimated $1.86K and bringing the position to 4,330 shares worth $490K. The position accounts for 0.23% of the portfolio, ranked #36.

Broadway Wealth Solutions first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Broadway Wealth Solutions held 4,330 shares of Walmart Inc worth $490K as of Q2 2026.
Broadway Wealth Solutions bought 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
Walmart Inc made up 0.23% of Broadway Wealth Solutions's portfolio in Q2 2026, its #36 holding.
Broadway Wealth Solutions first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's Walmart Inc position peaked at $536K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.