Curated Wealth Partners’s Walmart Inc WMT Stock Holding History

Curated Wealth Partners’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	$2.66M	Buy	101,930 +98,717	+3,072%	+$12.3M	0.34%	51
2026 Q1	$399K	Buy	3,213 +807	+34%	+$99.1K	0.05%	126
2025 Q4	$268K	Sell	2,406 -69	-3%	-$7.41K	0.03%	171
2025 Q3	$255K	Sell	2,475 -457	-16%	-$45.5K	0.03%	129
2025 Q2	$287K	Buy	2,932 +9	+0.3%	+$857	0.03%	129
2025 Q1	$257K	Buy	+2,923	New	+$274K	0.03%	134

Other funds holding WMT

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Curated Wealth Partners's WMT Position: Q2 2026 in Review

Curated Wealth Partners increased its Walmart Inc (WMT) stake by 3,072% in Q2 2026, buying an estimated $12.3M and bringing the position to 101,930 shares worth $2.66M. The position accounts for 0.34% of the portfolio, ranked #51.

Curated Wealth Partners first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. 1,681 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Curated Wealth Partners held 101,930 shares of Walmart Inc worth $2.66M as of Q2 2026.
Curated Wealth Partners bought 98,717 Walmart Inc shares in Q2 2026, an estimated $12.3M.
Walmart Inc made up 0.34% of Curated Wealth Partners's portfolio in Q2 2026, its #51 holding.
Curated Wealth Partners first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
1,681 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.