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Crux Wealth Advisors’s Walmart Inc WMT Stock Holding History

Crux Wealth 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 		$647K Sell
5,714
-5
-0.1% -$621 0.22% 104
2026
Q1 		$711K Sell
5,719
-58
-1% -$7.12K 0.27% 93
2025
Q4 		$644K Sell
5,777
-566
-9% -$60.8K 0.24% 105
2025
Q3 		$654K Buy
6,343
+192
+3% +$19.1K 0.26% 98
2025
Q2 		$601K Sell
6,151
-6,526
-51% -$622K 0.26% 100
2025
Q1 		$1.11M Sell
12,677
-4,612
-27% -$433K 0.58% 59
2024
Q4 		$1.56M Buy
+17,289
New +$1.5M 0.87% 35

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

Crux Wealth Advisors's WMT Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.09% in Q2 2026, selling an estimated $621 and leaving 5,714 shares worth $647K. The position accounts for 0.22% of the portfolio, ranked #104.

Crux Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Crux Wealth Advisors held 5,714 shares of Walmart Inc worth $647K as of Q2 2026.
  • Crux Wealth Advisors sold 5 Walmart Inc shares in Q2 2026, an estimated $621.
  • Walmart Inc made up 0.22% of Crux Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Crux Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Walmart Inc position peaked at $1.56M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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