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Cromwell Holdings’s Walmart Inc WMT Stock Holding History

Cromwell Holdings’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 		$1.4M Hold
12,383
– – 0.63% 27
2026
Q1 		$1.54M Hold
12,383
– – 0.87% 14
2025
Q4 		$1.38M Hold
12,383
– – 0.75% 16
2025
Q3 		$1.28M Hold
12,383
– – 0.68% 19
2025
Q2 		$1.21M Buy
12,383
+436
+4% +$41.5K 0.73% 18
2025
Q1 		$1.05M Hold
11,947
– – 0.68% 23
2024
Q4 		$1.08M Buy
11,947
+128
+1% +$11.1K 0.62% 24
2024
Q3 		$954K Buy
11,819
+155
+1% +$11.4K 0.61% 23
2024
Q2 		$790K Buy
+11,664
New +$735K 0.47% 33

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cromwell Holdings's WMT Position: Q2 2026 in Review

Cromwell Holdings held its Walmart Inc (WMT) position steady in Q2 2026 at 12,383 shares worth $1.4M. The position accounts for 0.63% of the portfolio, ranked #27.

Cromwell Holdings first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cromwell Holdings held 12,383 shares of Walmart Inc worth $1.4M as of Q2 2026.
  • Cromwell Holdings left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.63% of Cromwell Holdings's portfolio in Q2 2026, its #27 holding.
  • Cromwell Holdings first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Walmart Inc position peaked at $1.54M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.