Congress Asset Management’s Walmart Inc WMT Stock Holding History

Congress Asset 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	$16.1M	Sell	142,051 -1,554	-1%	-$193K	0.1%	166
2026 Q1	$17.8M	Buy	143,605 +20,916	+17%	+$2.57M	0.13%	157
2025 Q4	$13.7M	Buy	122,689 +107,460	+706%	+$11.5M	0.1%	177
2025 Q3	$1.57M	Sell	15,229 -7,193	-32%	-$716K	0.01%	300
2025 Q2	$2.19M	Sell	22,422 -1,056	-4%	-$101K	0.02%	280
2025 Q1	$2.06M	Sell	23,478 -711	-3%	-$66.7K	0.02%	273
2024 Q4	$2.19M	Buy	+24,189	New	+$2.1M	0.01%	277
2023 Q3	–	Sell	-5,553	Closed	-$291K	–	392
2023 Q2	$291K	Sell	5,553 -1,590	-22%	-$80.2K	﹤0.01%	355
2023 Q1	$351K	Sell	7,143 -4,080	-36%	-$194K	﹤0.01%	345
2022 Q4	$530K	Sell	11,223 -405	-3%	-$19.2K	0.01%	333
2022 Q3	$503K	Sell	11,628 -1,635	-12%	-$71.6K	0.01%	324
2022 Q2	$538K	Buy	13,263 +1,866	+16%	+$86K	0.01%	331
2022 Q1	$566K	Buy	11,397 +1,860	+20%	+$87.3K	﹤0.01%	329
2021 Q4	$460K	Sell	9,537 -300	-3%	-$14.3K	﹤0.01%	343
2021 Q3	$457K	Buy	9,837 +969	+11%	+$46.7K	﹤0.01%	330
2021 Q2	$417K	Sell	8,868 -2,694	-23%	-$125K	﹤0.01%	332
2021 Q1	$523K	Sell	11,562 -156	-1%	-$7.23K	﹤0.01%	321
2020 Q4	$563K	Buy	11,718 +564	+5%	+$27.4K	0.01%	308
2020 Q3	$520K	Buy	11,154 +2,046	+22%	+$91K	0.01%	291
2020 Q2	$364K	Sell	9,108 -210	-2%	-$8.64K	﹤0.01%	293
2020 Q1	$353K	Buy	9,318 +45	+0.5%	+$1.73K	0.01%	295
2019 Q4	$367K	Sell	9,273 -117	-1%	-$4.65K	﹤0.01%	322
2019 Q3	$371K	Buy	9,390 +240	+3%	+$9.06K	﹤0.01%	325
2019 Q2	$337K	Sell	9,150 -435	-5%	-$15K	﹤0.01%	330
2019 Q1	$312K	Sell	9,585 -162	-2%	-$5.25K	﹤0.01%	336
2018 Q4	$303K	Buy	9,747 +222	+2%	+$7.12K	﹤0.01%	343
2018 Q3	$298K	Sell	9,525 -675	-7%	-$20.6K	﹤0.01%	351
2018 Q2	$291K	Hold	10,200	–	–	﹤0.01%	349
2018 Q1	$302K	Sell	10,200 -900	-8%	-$28.9K	﹤0.01%	363
2017 Q4	$365K	Hold	11,100	–	–	0.01%	355
2017 Q3	$289K	Buy	11,100 +300	+3%	+$7.87K	﹤0.01%	373
2017 Q2	$272K	Buy	10,800 +900	+9%	+$22.8K	﹤0.01%	244
2017 Q1	$238K	Hold	9,900	–	–	﹤0.01%	243
2016 Q4	$228K	Hold	9,900	–	–	﹤0.01%	249
2016 Q3	$238K	Hold	9,900	–	–	0.01%	227
2016 Q2	$241K	Hold	9,900	–	–	0.01%	217
2016 Q1	$226K	Hold	9,900	–	–	0.01%	217
2015 Q4	$202K	Buy	+9,900	New	+$199K	0.01%	225
2015 Q3	–	Sell	-9,192	Closed	-$217K	–	231
2015 Q2	$217K	Sell	9,192 -258	-3%	-$6.58K	0.01%	219
2015 Q1	$259K	Hold	9,450	–	–	0.01%	211
2014 Q4	$271K	Sell	9,450 -9,000	-49%	-$243K	0.01%	217
2014 Q3	$470K	Sell	18,450 -2,580	-12%	-$65.1K	0.01%	201
2014 Q2	$526K	Buy	21,030 +330	+2%	+$8.48K	0.01%	202
2014 Q1	$527K	Buy	20,700 +1,050	+5%	+$26.4K	0.01%	204
2013 Q4	$515K	Hold	19,650	–	–	0.01%	195
2013 Q3	$484K	Sell	19,650 -225	-1%	-$5.67K	0.01%	193
2013 Q2	$493K	Buy	+19,875	New	+$509K	0.01%	191

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Congress Asset Management's WMT Position: Q2 2026 in Review

Congress Asset Management reduced its Walmart Inc (WMT) stake by 1.1% in Q2 2026, selling an estimated $193K and leaving 142,051 shares worth $16.1M. The position accounts for 0.1% of the portfolio, ranked #166.

Congress Asset Management first reported a position in WMT in Q2 2013 and has held it in 47 quarters since. The position peaked at $17.8M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Congress Asset Management held 142,051 shares of Walmart Inc worth $16.1M as of Q2 2026.
Congress Asset Management sold 1,554 Walmart Inc shares in Q2 2026, an estimated $193K.
Walmart Inc made up 0.1% of Congress Asset Management's portfolio in Q2 2026, its #166 holding.
Congress Asset Management first reported a position in Walmart Inc in Q2 2013 and has held it in 47 quarters since.
Congress Asset Management's Walmart Inc position peaked at $17.8M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.