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Crumly & Associates’s Walmart Inc WMT Stock Holding History

Crumly & Associates’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 		$1.72M Buy
15,200
+113
+0.7% +$14K 0.33% 56
2026
Q1 		$1.87M Buy
15,087
+952
+7% +$117K 0.39% 54
2025
Q4 		$1.57M Sell
14,135
-209
-1% -$22.4K 0.33% 60
2025
Q3 		$1.48M Buy
14,344
+552
+4% +$55K 0.32% 57
2025
Q2 		$1.35M Sell
13,792
-640
-4% -$61K 0.33% 53
2025
Q1 		$1.27M Buy
14,432
+318
+2% +$29.8K 0.35% 52
2024
Q4 		$1.28M Sell
14,114
-347
-2% -$30.1K 0.35% 56
2024
Q3 		$1.17M Sell
14,461
-99
-0.7% -$7.27K 0.32% 59
2024
Q2 		$986K Buy
14,560
+188
+1% +$11.8K 0.28% 60
2024
Q1 		$865K Buy
14,372
+32
+0.2% +$1.83K 0.23% 65
2023
Q4 		$754K Buy
14,340
+504
+4% +$26.7K 0.22% 63
2023
Q3 		$738K Sell
13,836
-1,059
-7% -$56.4K 0.29% 52
2023
Q2 		$780K Sell
14,895
-546
-4% -$27.5K 0.31% 51
2023
Q1 		$759K Buy
15,441
+3
+0% +$142 0.33% 51
2022
Q4 		$730K Sell
15,438
-237
-2% -$11.3K 0.28% 46
2022
Q3 		$678K Sell
15,675
-3,594
-19% -$157K 0.28% 45
2022
Q2 		$781K Sell
19,269
-6,762
-26% -$312K 0.32% 44
2022
Q1 		$1.29M Buy
26,031
+363
+1% +$17K 0.48% 41
2021
Q4 		$1.21M Sell
25,668
-8,592
-25% -$410K 0.48% 41
2021
Q3 		$1.59M Sell
34,260
-3,831
-10% -$185K 0.74% 31
2021
Q2 		$1.79M Buy
38,091
+3,282
+9% +$153K 0.87% 26
2021
Q1 		$1.58M Buy
34,809
+5,550
+19% +$257K 0.92% 26
2020
Q4 		$1.43M Sell
29,259
-1,701
-5% -$82.6K 1% 21
2020
Q3 		$1.44M Buy
30,960
+21,234
+218% +$944K 1.23% 21
2020
Q2 		$388K Buy
9,726
+567
+6% +$23.3K 0.36% 31
2020
Q1 		$347K Buy
9,159
+1,077
+13% +$41.4K 0.43% 30
2019
Q4 		$320K Buy
+8,082
New +$321K 0.33% 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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Crumly & Associates's WMT Position: Q2 2026 in Review

Crumly & Associates increased its Walmart Inc (WMT) stake by 0.75% in Q2 2026, buying an estimated $14K and bringing the position to 15,200 shares worth $1.72M. The position accounts for 0.33% of the portfolio, ranked #56.

Crumly & Associates first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.87M in Q1 2026. 2,112 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Crumly & Associates held 15,200 shares of Walmart Inc worth $1.72M as of Q2 2026.
  • Crumly & Associates bought 113 Walmart Inc shares in Q2 2026, an estimated $14K.
  • Walmart Inc made up 0.33% of Crumly & Associates's portfolio in Q2 2026, its #56 holding.
  • Crumly & Associates first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Crumly & Associates's Walmart Inc position peaked at $1.87M in Q1 2026.
  • 2,112 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.