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Conrad Siegel Investment Advisors’s Walmart Inc WMT Stock Holding History

Conrad Siegel Investment Advisors’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 		$369K Buy
3,257
+1,071
+49% +$133K 0.06% 56
2026
Q1 		$272K Buy
2,186
+162
+8% +$19.9K 0.05% 55
2025
Q4 		$225K Buy
+2,024
New +$217K 0.04% 55
2022
Q2 		– Sell
-540
Closed -$27K – 60
2022
Q1 		$27K Buy
+540
New +$25.4K 0.02% 36

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

Conrad Siegel Investment Advisors's WMT Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Walmart Inc (WMT) stake by 49% in Q2 2026, buying an estimated $133K and bringing the position to 3,257 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #56.

Conrad Siegel Investment Advisors first reported a position in WMT in Q1 2022 and has held it in 4 quarters since. 2,162 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Conrad Siegel Investment Advisors held 3,257 shares of Walmart Inc worth $369K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 1,071 Walmart Inc shares in Q2 2026, an estimated $133K.
  • Walmart Inc made up 0.06% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Conrad Siegel Investment Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 4 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.