Crown Wealth Group’s Walmart Inc WMT Stock Holding History

Crown Wealth Group’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	$1.37M	Buy	12,136 +272	+2%	+$33.8K	0.35%	44
2026 Q1	$1.47M	Buy	11,864 +501	+4%	+$61.5K	0.43%	36
2025 Q4	$1.27M	Buy	11,363 +1,444	+15%	+$155K	0.35%	45
2025 Q3	$1.02M	Buy	9,919 +3,141	+46%	+$313K	0.31%	45
2025 Q2	$663K	Buy	6,778 +1,002	+17%	+$95.5K	0.25%	50
2025 Q1	$507K	Buy	5,776 +368	+7%	+$34.5K	0.26%	49
2024 Q4	$489K	Buy	5,408 +42	+0.8%	+$3.65K	0.2%	60
2024 Q3	$433K	Sell	5,366 -57	-1%	-$4.19K	0.19%	64
2024 Q2	$367K	Sell	5,423 -134	-2%	-$8.44K	0.18%	63
2024 Q1	$334K	Buy	5,557 +328	+6%	+$18.8K	0.17%	66
2023 Q4	$275K	Sell	5,229 -420	-7%	-$22.2K	0.17%	67
2023 Q3	$301K	Buy	+5,649	New	+$301K	0.23%	51

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Crown Wealth Group's WMT Position: Q2 2026 in Review

Crown Wealth Group increased its Walmart Inc (WMT) stake by 2.3% in Q2 2026, buying an estimated $33.8K and bringing the position to 12,136 shares worth $1.37M. The position accounts for 0.35% of the portfolio, ranked #44.

Crown Wealth Group first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Crown Wealth Group held 12,136 shares of Walmart Inc worth $1.37M as of Q2 2026.
Crown Wealth Group bought 272 Walmart Inc shares in Q2 2026, an estimated $33.8K.
Walmart Inc made up 0.35% of Crown Wealth Group's portfolio in Q2 2026, its #44 holding.
Crown Wealth Group first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
Crown Wealth Group's Walmart Inc position peaked at $1.47M in Q1 2026.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.