Caliber Wealth Management (Kansas)’s Walmart Inc WMT Stock Holding History

Caliber Wealth Management (Kansas)’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	$10.4M	Sell	91,586 -860	-0.9%	-$107K	1%	17
2026 Q1	$11.5M	Buy	92,446 +214	+0.2%	+$26.3K	1.26%	16
2025 Q4	$10.3M	Sell	92,232 -1,355	-1%	-$145K	1.11%	18
2025 Q3	$9.65M	Sell	93,587 -16,590	-15%	-$1.65M	1.08%	20
2025 Q2	$10.8M	Buy	110,177 +4,368	+4%	+$416K	1.16%	20
2025 Q1	$9.29M	Buy	+105,809	New	+$9.93M	1.27%	19

Other funds holding WMT

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

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

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

Caliber Wealth Management (Kansas)'s WMT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Walmart Inc (WMT) stake by 0.93% in Q2 2026, selling an estimated $107K and leaving 91,586 shares worth $10.4M. The position accounts for 1% of the portfolio, ranked #17.

Caliber Wealth Management (Kansas) first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.5M in Q1 2026. 1,829 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Caliber Wealth Management (Kansas) held 91,586 shares of Walmart Inc worth $10.4M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 860 Walmart Inc shares in Q2 2026, an estimated $107K.
Walmart Inc made up 1% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #17 holding.
Caliber Wealth Management (Kansas) first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Walmart Inc position peaked at $11.5M in Q1 2026.
1,829 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.