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Centurion Wealth Management’s Walmart Inc WMT Stock Holding History

Centurion 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 		$653K Sell
5,762
-2,702
-32% -$335K 0.16% 126
2026
Q1 		$1.05M Buy
8,464
+123
+1% +$15.1K 0.24% 85
2025
Q4 		$929K Sell
8,341
-141
-2% -$15.1K 0.2% 91
2025
Q3 		$874K Buy
8,482
+2,873
+51% +$286K 0.2% 97
2025
Q2 		$548K Buy
5,609
+527
+10% +$50.2K 0.16% 113
2025
Q1 		$459K Hold
5,082
– – 0.14% 114
2024
Q4 		$459K Hold
5,082
– – 0.14% 114
2024
Q3 		$410K Buy
+5,082
New +$373K 0.13% 118
2024
Q1 		$315K Buy
5,230
+31
+0.6% +$1.77K 0.12% 119
2023
Q4 		$273K Sell
5,199
-180
-3% -$9.52K 0.12% 131
2023
Q3 		$287K Sell
5,379
-270
-5% -$14.4K 0.14% 105
2023
Q2 		$296K Buy
5,649
+447
+9% +$22.6K 0.14% 112
2023
Q1 		$256K Sell
5,202
-9
-0.2% -$427 0.13% 121
2022
Q4 		$246K Buy
+5,211
New +$247K 0.14% 125

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Centurion Wealth Management reduced its Walmart Inc (WMT) stake by 32% in Q2 2026, selling an estimated $335K and leaving 5,762 shares worth $653K. The position accounts for 0.16% of the portfolio, ranked #126.

Centurion Wealth Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Centurion Wealth Management held 5,762 shares of Walmart Inc worth $653K as of Q2 2026.
  • Centurion Wealth Management sold 2,702 Walmart Inc shares in Q2 2026, an estimated $335K.
  • Walmart Inc made up 0.16% of Centurion Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Centurion Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's Walmart Inc position peaked at $1.05M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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