C2C Wealth Management’s Walmart Inc WMT Stock Holding History

C2C 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	$510K	Hold	4,500	–	–	0.4%	49
2026 Q1	$559K	Hold	4,500	–	–	0.47%	45
2025 Q4	$501K	Hold	4,500	–	–	0.42%	47
2025 Q3	$464K	Hold	4,500	–	–	0.4%	48
2025 Q2	$440K	Hold	4,500	–	–	0.4%	48
2025 Q1	$395K	Hold	4,500	–	–	0.37%	53
2024 Q4	$407K	Hold	4,500	–	–	0.38%	51
2024 Q3	$369K	Hold	4,500	–	–	0.34%	54
2024 Q2	$305K	Hold	4,500	–	–	0.3%	66
2024 Q1	$271K	Sell	4,500 -10,590	-70%	-$606K	0.27%	72
2023 Q4	$793K	Sell	15,090 -30,075	-67%	-$1.59M	0.67%	41
2023 Q3	$2.4M	Sell	45,165 -21	-0%	-$1.12K	0.34%	30
2023 Q2	$2.33M	Buy	45,186 +12	+0%	+$605	0.31%	34
2023 Q1	$2.25M	Buy	45,174 +237	+0.5%	+$11.2K	0.36%	32
2022 Q4	$2.1M	Sell	44,937 -7,938	-15%	-$377K	0.36%	29
2022 Q3	$2.37M	Sell	52,875 -3,645	-6%	-$160K	0.46%	24
2022 Q2	$2.44M	Sell	56,520 -2,385	-4%	-$110K	0.45%	26
2022 Q1	$3.14M	Sell	58,905 -8,394	-12%	-$394K	0.53%	21
2021 Q4	$3.25M	Buy	+67,299	New	+$3.21M	0.47%	23

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

C2C Wealth Management's WMT Position: Q2 2026 in Review

C2C Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 4,500 shares worth $510K. The position accounts for 0.4% of the portfolio, ranked #49.

C2C Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.25M in Q4 2021. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

C2C Wealth Management held 4,500 shares of Walmart Inc worth $510K as of Q2 2026.
C2C Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.4% of C2C Wealth Management's portfolio in Q2 2026, its #49 holding.
C2C Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's Walmart Inc position peaked at $3.25M in Q4 2021.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.