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Connecticut Wealth Management’s Walmart Inc WMT Stock Holding History

Connecticut 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 		$1.96M Sell
17,287
-47
-0.3% -$5.83K 0.07% 107
2026
Q1 		$2.15M Buy
17,334
+1,485
+9% +$182K 0.09% 95
2025
Q4 		$1.77M Sell
15,849
-120
-0.8% -$12.9K 0.08% 115
2025
Q3 		$1.65M Buy
15,969
+208
+1% +$20.7K 0.07% 112
2025
Q2 		$1.54M Buy
15,761
+458
+3% +$43.6K 0.07% 114
2025
Q1 		$1.34M Buy
15,303
+899
+6% +$84.3K 0.07% 123
2024
Q4 		$1.3M Buy
14,404
+225
+2% +$19.5K 0.06% 110
2024
Q3 		$1.14M Buy
14,179
+539
+4% +$39.6K 0.06% 143
2024
Q2 		$924K Buy
13,640
+87
+0.6% +$5.48K 0.05% 158
2024
Q1 		$815K Buy
13,553
+734
+6% +$42K 0.04% 170
2023
Q4 		$674K Buy
12,819
+4,770
+59% +$252K 0.04% 183
2023
Q3 		$429K Buy
8,049
+69
+0.9% +$3.67K 0.03% 188
2023
Q2 		$418K Sell
7,980
-63
-0.8% -$3.18K 0.03% 164
2023
Q1 		$395K Buy
+8,043
New +$382K 0.03% 158

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

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

Connecticut Wealth Management reduced its Walmart Inc (WMT) stake by 0.27% in Q2 2026, selling an estimated $5.83K and leaving 17,287 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #107.

Connecticut Wealth Management first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.15M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Connecticut Wealth Management held 17,287 shares of Walmart Inc worth $1.96M as of Q2 2026.
  • Connecticut Wealth Management sold 47 Walmart Inc shares in Q2 2026, an estimated $5.83K.
  • Walmart Inc made up 0.07% of Connecticut Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Connecticut Wealth Management first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • Connecticut Wealth Management's Walmart Inc position peaked at $2.15M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.