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Collective Family Office’s Walmart Inc WMT Stock Holding History

Collective Family Office’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 		$463K Sell
4,090
-75
-2% -$9.31K 0.09% 123
2026
Q1 		$518K Sell
4,165
-1,551
-27% -$190K 0.12% 107
2025
Q4 		$637K Buy
5,716
+200
+4% +$21.5K 0.15% 99
2025
Q3 		$568K Sell
5,516
-37
-0.7% -$3.68K 0.14% 107
2025
Q2 		$543K Buy
5,553
+220
+4% +$21K 0.14% 105
2025
Q1 		$468K Sell
5,333
-349
-6% -$32.7K 0.13% 106
2024
Q4 		$513K Hold
5,682
– – 0.14% 107
2024
Q3 		$459K Hold
5,682
– – 0.12% 114
2024
Q2 		$385K Buy
5,682
+924
+19% +$58.2K 0.11% 125
2024
Q1 		$286K Hold
4,758
– – 0.09% 147
2023
Q4 		$250K Sell
4,758
-300
-6% -$15.9K 0.09% 145
2023
Q3 		$270K Hold
5,058
– – 0.11% 142
2023
Q2 		$265K Hold
5,058
– – 0.1% 150
2023
Q1 		$249K Buy
+5,058
New +$240K 0.1% 147
2022
Q4 		– Sell
-7,938
Closed -$343K – 191
2022
Q3 		$343K Sell
7,938
-1,470
-16% -$64.4K 0.17% 122
2022
Q2 		$381K Sell
9,408
-7,743
-45% -$357K 0.16% 128
2022
Q1 		$851K Sell
17,151
-510
-3% -$23.9K 0.33% 86
2021
Q4 		$852K Buy
17,661
+2,475
+16% +$118K 0.34% 82
2021
Q3 		$706K Buy
15,186
+195
+1% +$9.39K 0.3% 80
2021
Q2 		$705K Buy
14,991
+750
+5% +$34.9K 0.3% 83
2021
Q1 		$645K Buy
14,241
+3,675
+35% +$170K 0.31% 84
2020
Q4 		$508K Buy
+10,566
New +$513K 0.28% 87

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

Collective Family Office's WMT Position: Q2 2026 in Review

Collective Family Office reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $9.31K and leaving 4,090 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #123.

Collective Family Office first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $852K in Q4 2021. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Collective Family Office held 4,090 shares of Walmart Inc worth $463K as of Q2 2026.
  • Collective Family Office sold 75 Walmart Inc shares in Q2 2026, an estimated $9.31K.
  • Walmart Inc made up 0.09% of Collective Family Office's portfolio in Q2 2026, its #123 holding.
  • Collective Family Office first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Collective Family Office's Walmart Inc position peaked at $852K in Q4 2021.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.