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Cornerstone Wealth Management’s Walmart Inc WMT Stock Holding History

Cornerstone 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 		$21.1M Buy
186,618
+5,895
+3% +$732K 0.91% 15
2026
Q1 		$22.5M Sell
180,723
-2,511
-1% -$308K 1.12% 11
2025
Q4 		$20.4M Buy
183,234
+5,067
+3% +$544K 1.06% 13
2025
Q3 		$18.4M Buy
178,167
+2,088
+1% +$208K 1.01% 15
2025
Q2 		$17.2M Buy
176,079
+765
+0.4% +$72.9K 1.05% 13
2025
Q1 		$15.4M Buy
175,314
+5,930
+4% +$556K 1.04% 15
2024
Q4 		$15.3M Buy
169,384
+35,386
+26% +$3.07M 1.03% 16
2024
Q3 		$10.8M Buy
133,998
+8,201
+7% +$602K 0.76% 23
2024
Q2 		$8.52M Buy
125,797
+5,666
+5% +$357K 0.66% 31
2024
Q1 		$7.23M Buy
120,131
+6,638
+6% +$380K 0.59% 34
2023
Q4 		$5.96M Sell
113,493
-5,148
-4% -$272K 0.51% 45
2023
Q3 		$6.33M Buy
118,641
+4,857
+4% +$258K 0.6% 36
2023
Q2 		$5.96M Buy
113,784
+2,607
+2% +$132K 0.53% 42
2023
Q1 		$5.46M Buy
+111,177
New +$5.28M 0.54% 43
2022
Q3 		$4.77M Buy
110,403
+5,283
+5% +$231K 0.53% 42
2022
Q2 		$4.26M Buy
105,120
+627
+0.6% +$28.9K 0.47% 46
2022
Q1 		$5.19M Buy
104,493
+1,221
+1% +$57.3K 0.5% 43
2021
Q4 		$4.96M Buy
103,272
+1,776
+2% +$84.8K 0.47% 43
2021
Q3 		$4.71M Sell
101,496
-9,084
-8% -$438K 0.5% 39
2021
Q2 		$5.2M Buy
110,580
+3,399
+3% +$158K 0.55% 34
2021
Q1 		$4.85M Buy
107,181
+10,050
+10% +$466K 0.57% 31
2020
Q4 		$4.67M Buy
97,131
+8,241
+9% +$400K 0.59% 31
2020
Q3 		$4.15M Buy
88,890
+8,601
+11% +$382K 0.61% 28
2020
Q2 		$3.21M Buy
80,289
+4,164
+5% +$171K 0.52% 34
2020
Q1 		$2.88M Buy
76,125
+3,792
+5% +$146K 0.56% 31
2019
Q4 		$2.87M Buy
72,333
+2,472
+4% +$98.2K 0.46% 46
2019
Q3 		$2.76M Sell
69,861
-2,262
-3% -$85.4K 0.49% 43
2019
Q2 		$2.66M Buy
72,123
+3,189
+5% +$110K 0.48% 41
2019
Q1 		$3.23M Buy
68,934
+7,467
+12% +$242K 0.39% 55
2018
Q4 		$1.91M Sell
61,467
-4,704,891
-99% -$151M 0.41% 47
2018
Q3 		$19.7M Sell
4,766,358
-688,506
-13% -$21.1M 0.25% 95
2018
Q2 		$21.6M Buy
5,454,864
+5,392,209
+8,606% +$153M 0.24% 93
2018
Q1 		$1.79M Buy
62,655
+2,727
+5% +$87.7K 0.34% 59
2017
Q4 		$2.03M Buy
59,928
+738
+1% +$22.6K 0.38% 48
2017
Q3 		$1.58M Buy
59,190
+7,203
+14% +$189K 0.33% 61
2017
Q2 		$1.27M Buy
51,987
+3,978
+8% +$101K 0.28% 78
2017
Q1 		$1.14M Buy
48,009
+2,085
+5% +$48K 0.28% 76
2016
Q4 		$1.05M Sell
45,924
-19,314
-30% -$451K 0.34% 60
2016
Q3 		$1.56M Buy
+65,238
New +$1.58M 0.58% 31

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
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

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

Cornerstone Wealth Management increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $732K and bringing the position to 186,618 shares worth $21.1M. The position accounts for 0.91% of the portfolio, ranked #15.

Cornerstone Wealth Management first reported a position in WMT in Q3 2016 and has held it in 39 quarters since. The position peaked at $22.5M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cornerstone Wealth Management held 186,618 shares of Walmart Inc worth $21.1M as of Q2 2026.
  • Cornerstone Wealth Management bought 5,895 Walmart Inc shares in Q2 2026, an estimated $732K.
  • Walmart Inc made up 0.91% of Cornerstone Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Cornerstone Wealth Management first reported a position in Walmart Inc in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Walmart Inc position peaked at $22.5M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.