Conservest Capital Advisors’s Walmart Inc WMT Stock Holding History

Conservest Capital 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	$526K	Buy	4,645 +157	+3%	+$19.5K	0.04%	82
2026 Q1	$558K	Buy	4,488 +144	+3%	+$17.7K	0.05%	77
2025 Q4	$484K	Hold	4,344	–	–	0.04%	82
2025 Q3	$448K	Buy	4,344 +3	+0.1%	+$299	0.04%	84
2025 Q2	$424K	Buy	4,341 +150	+4%	+$14.3K	0.04%	84
2025 Q1	$368K	Buy	4,191 +3	+0.1%	+$281	0.04%	80
2024 Q4	$378K	Sell	4,188 -229	-5%	-$19.9K	0.04%	81
2024 Q3	$266K	Hold	4,417	–	–	0.03%	90
2024 Q2	$266K	Hold	4,417	–	–	0.03%	89
2024 Q1	$266K	Buy	4,417 +10	+0.2%	+$572	0.03%	90
2023 Q4	$232K	Hold	4,407	–	–	0.02%	96
2023 Q3	$235K	Buy	4,407 +9	+0.2%	+$479	0.03%	89
2023 Q2	$230K	Buy	+4,398	New	+$222K	0.03%	90

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Conservest Capital Advisors's WMT Position: Q2 2026 in Review

Conservest Capital Advisors increased its Walmart Inc (WMT) stake by 3.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,645 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #82.

Conservest Capital Advisors first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $558K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Conservest Capital Advisors held 4,645 shares of Walmart Inc worth $526K as of Q2 2026.
Conservest Capital Advisors bought 157 Walmart Inc shares in Q2 2026, an estimated $19.5K.
Walmart Inc made up 0.04% of Conservest Capital Advisors's portfolio in Q2 2026, its #82 holding.
Conservest Capital Advisors first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Conservest Capital Advisors's Walmart Inc position peaked at $558K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.