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Centerline Wealth Advisors’s Walmart Inc WMT Stock Holding History

Centerline Wealth 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 		$427K Hold
3,767
– – 0.13% 56
2026
Q1 		$468K Sell
3,767
-216
-5% -$26.5K 0.17% 51
2025
Q4 		$444K Buy
3,983
+204
+5% +$21.9K 0.16% 43
2025
Q3 		$390K Hold
3,779
– – 0.17% 33
2025
Q2 		$370K Buy
+3,779
New +$360K 0.18% 33

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Centerline Wealth Advisors's WMT Position: Q2 2026 in Review

Centerline Wealth Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 3,767 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #56.

Centerline Wealth Advisors first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $468K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Centerline Wealth Advisors held 3,767 shares of Walmart Inc worth $427K as of Q2 2026.
  • Centerline Wealth Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.13% of Centerline Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Centerline Wealth Advisors first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Centerline Wealth Advisors's Walmart Inc position peaked at $468K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.