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Bruce G. Allen Investments’s Walmart Inc WMT Stock Holding History

Bruce G. Allen Investments’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 		$294K Sell
2,593
-252
-9% -$31.3K 0.19% 55
2026
Q1 		$354K Sell
2,845
-193
-6% -$23.7K 0.23% 47
2025
Q4 		$338K Buy
3,038
+462
+18% +$49.6K 0.23% 49
2025
Q3 		$265K Buy
2,576
+547
+27% +$54.5K 0.19% 62
2025
Q2 		$198K Buy
2,029
+375
+23% +$35.7K 0.15% 75
2025
Q1 		$145K Sell
1,654
-516
-24% -$48.4K 0.12% 102
2024
Q4 		$196K Sell
2,170
-133
-6% -$11.5K 0.16% 75
2024
Q3 		$186K Sell
2,303
-458
-17% -$33.6K 0.14% 85
2024
Q2 		$187K Sell
2,761
-297
-10% -$18.7K 0.16% 78
2024
Q1 		$184K Sell
3,058
-206
-6% -$11.8K 0.15% 85
2023
Q4 		$172K Buy
+3,264
New +$173K 0.16% 87

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

Bruce G. Allen Investments's WMT Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Walmart Inc (WMT) stake by 8.9% in Q2 2026, selling an estimated $31.3K and leaving 2,593 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #55.

Bruce G. Allen Investments first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $354K in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bruce G. Allen Investments held 2,593 shares of Walmart Inc worth $294K as of Q2 2026.
  • Bruce G. Allen Investments sold 252 Walmart Inc shares in Q2 2026, an estimated $31.3K.
  • Walmart Inc made up 0.19% of Bruce G. Allen Investments's portfolio in Q2 2026, its #55 holding.
  • Bruce G. Allen Investments first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Walmart Inc position peaked at $354K in Q1 2026.
  • 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.