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Cahaba Wealth Management’s Walmart Inc WMT Stock Holding History

Cahaba 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 		$1.44M Sell
12,739
-244
-2% -$30.3K 0.09% 50
2026
Q1 		$1.61M Buy
12,983
+2,181
+20% +$268K 0.11% 41
2025
Q4 		$1.2M Sell
10,802
-216
-2% -$23.2K 0.08% 48
2025
Q3 		$1.14M Sell
11,018
-364
-3% -$36.2K 0.08% 48
2025
Q2 		$1.11M Sell
11,382
-956
-8% -$91.1K 0.09% 48
2025
Q1 		$1.08M Buy
12,338
+315
+3% +$29.6K 0.09% 50
2024
Q4 		$1.09M Sell
12,023
-427
-3% -$37.1K 0.09% 47
2024
Q3 		$1.01M Buy
12,450
+752
+6% +$55.2K 0.08% 52
2024
Q2 		$792K Sell
11,698
-1,362
-10% -$85.8K 0.07% 60
2024
Q1 		$786K Sell
13,060
-80
-0.6% -$4.58K 0.07% 63
2023
Q4 		$690K Sell
13,140
-1,590
-11% -$84.1K 0.07% 64
2023
Q3 		$785K Sell
14,730
-486
-3% -$25.9K 0.09% 54
2023
Q2 		$797K Sell
15,216
-1,251
-8% -$63.1K 0.09% 54
2023
Q1 		$809K Sell
16,467
-231
-1% -$11K 0.09% 51
2022
Q4 		$789K Buy
16,698
+906
+6% +$43K 0.1% 54
2022
Q3 		$682K Buy
15,792
+915
+6% +$40.1K 0.09% 55
2022
Q2 		$602K Sell
14,877
-906
-6% -$41.8K 0.09% 65
2022
Q1 		$804K Buy
15,783
+585
+4% +$27.5K 0.11% 56
2021
Q4 		$733K Buy
15,198
+720
+5% +$34.4K 0.1% 58
2021
Q3 		$672K Buy
14,478
+9,387
+184% +$452K 0.1% 59
2021
Q2 		$241K Buy
+5,091
New +$237K 0.04% 70

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

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

Cahaba Wealth Management reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $30.3K and leaving 12,739 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #50.

Cahaba Wealth Management first reported a position in WMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.61M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cahaba Wealth Management held 12,739 shares of Walmart Inc worth $1.44M as of Q2 2026.
  • Cahaba Wealth Management sold 244 Walmart Inc shares in Q2 2026, an estimated $30.3K.
  • Walmart Inc made up 0.09% of Cahaba Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Cahaba Wealth Management first reported a position in Walmart Inc in Q2 2021 and has held it in 21 quarters since.
  • Cahaba Wealth Management's Walmart Inc position peaked at $1.61M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.