Colorado Capital Management’s Walmart Inc WMT Stock Holding History

Colorado Capital 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	$308K	Buy	2,723 +8	+0.3%	+$993	0.11%	87
2026 Q1	$337K	Buy	2,715 +4	+0.1%	+$491	0.13%	85
2025 Q4	$302K	Hold	2,711	–	–	0.11%	90
2025 Q3	$279K	Buy	2,711 +3	+0.1%	+$299	0.11%	91
2025 Q2	$265K	Sell	2,708 -7	-0.3%	-$667	0.11%	89
2025 Q1	$238K	Buy	2,715 +4	+0.1%	+$375	0.11%	89
2024 Q4	$245K	Hold	2,711	–	–	0.12%	85
2024 Q3	$219K	Buy	+2,711	New	+$199K	0.11%	88

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Colorado Capital Management's WMT Position: Q2 2026 in Review

Colorado Capital Management increased its Walmart Inc (WMT) stake by 0.29% in Q2 2026, buying an estimated $993 and bringing the position to 2,723 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #87.

Colorado Capital Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $337K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Colorado Capital Management held 2,723 shares of Walmart Inc worth $308K as of Q2 2026.
Colorado Capital Management bought 8 Walmart Inc shares in Q2 2026, an estimated $993.
Walmart Inc made up 0.11% of Colorado Capital Management's portfolio in Q2 2026, its #87 holding.
Colorado Capital Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Colorado Capital Management's Walmart Inc position peaked at $337K in Q1 2026.
2,028 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.