CCA
WMT icon

Carrera Capital Advisors’s Walmart Inc WMT Stock Holding History

Carrera Capital Advisors’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 		$426K Buy
3,763
+347
+10% +$43.1K 0.06% 145
2026
Q1 		$425K Sell
3,416
-107
-3% -$13.1K 0.07% 121
2025
Q4 		$393K Buy
3,523
+1,449
+70% +$156K 0.07% 114
2025
Q3 		$214K Buy
+2,074
New +$206K 0.04% 140

Other funds holding WMT

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Carrera Capital Advisors's WMT Position: Q2 2026 in Review

Carrera Capital Advisors increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $43.1K and bringing the position to 3,763 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #145.

Carrera Capital Advisors first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 2,327 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Carrera Capital Advisors held 3,763 shares of Walmart Inc worth $426K as of Q2 2026.
  • Carrera Capital Advisors bought 347 Walmart Inc shares in Q2 2026, an estimated $43.1K.
  • Walmart Inc made up 0.06% of Carrera Capital Advisors's portfolio in Q2 2026, its #145 holding.
  • Carrera Capital Advisors first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.