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Burns Matteson Capital Management’s Walmart Inc WMT Stock Holding History

Burns Matteson Capital 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 		– Sell
-1,889
Closed -$235K – 258
2026
Q1 		$235K Sell
1,889
-77
-4% -$9.45K 0.09% 179
2025
Q4 		$219K Buy
+1,966
New +$211K 0.08% 180

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

Burns Matteson Capital Management's WMT Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,889 shares — an estimated $235K sold.

Burns Matteson Capital Management first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Burns Matteson Capital Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 1,889 Walmart Inc shares in Q2 2026, an estimated $235K.
  • Burns Matteson Capital Management first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
  • Burns Matteson Capital Management's Walmart Inc position peaked at $235K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.