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Deane Retirement Strategies’s Walmart Inc WMT Stock Holding History

Deane Retirement Strategies’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 		– Sell
-37
Closed -$4.6K – 75
2026
Q1 		$4.6K Sell
37
-45,673
-100% -$5.61M ﹤0.01% 45
2025
Q4 		$5.09M Buy
45,710
+142
+0.3% +$15.2K 2.11% 21
2025
Q3 		$4.7M Buy
45,568
+18,573
+69% +$1.85M 2.02% 23
2025
Q2 		$2.64M Buy
26,995
+417
+2% +$39.7K 1.18% 34
2025
Q1 		$2.33M Buy
26,578
+378
+1% +$35.5K 1.11% 31
2024
Q4 		$2.37M Sell
26,200
-28,776
-52% -$2.5M 1.19% 35
2024
Q3 		$4.44M Sell
54,976
-357
-0.6% -$26.2K 2.16% 12
2024
Q2 		$3.74M Sell
55,333
-1,312
-2% -$82.6K 1.92% 18
2024
Q1 		$3.42M Sell
56,645
-2,584
-4% -$148K 1.74% 26
2023
Q4 		$3.11M Buy
59,229
+138
+0.2% +$7.3K 1.7% 20
2023
Q3 		$3.15M Buy
59,091
+153
+0.3% +$8.14K 1.76% 17
2023
Q2 		$3.08M Buy
58,938
+1,137
+2% +$57.4K 1.69% 17
2023
Q1 		$2.84M Buy
57,801
+1,149
+2% +$54.5K 1.56% 18
2022
Q4 		$2.68M Buy
56,652
+10,926
+24% +$519K 1.49% 17
2022
Q3 		$1.98M Buy
45,726
+1,293
+3% +$56.6K 1.21% 16
2022
Q2 		$1.81M Buy
44,433
+44,397
+123,325% +$2.05M 1.13% 24
2022
Q1 		$2K Hold
36
– – ﹤0.01% 50
2021
Q4 		$2K Hold
36
– – ﹤0.01% 52
2021
Q3 		$2K Hold
36
– – ﹤0.01% 52
2021
Q2 		$2K Hold
36
– – ﹤0.01% 57
2021
Q1 		$2K Sell
36
-36,606
-100% -$1.7M ﹤0.01% 61
2020
Q4 		$1.76M Sell
36,642
-69
-0.2% -$3.35K 1.07% 29
2020
Q3 		$1.71M Buy
36,711
+48
+0.1% +$2.13K 1.16% 21
2020
Q2 		$1.46M Sell
36,663
-225
-0.6% -$9.26K 1.07% 27
2020
Q1 		$1.4M Buy
36,888
+180
+0.5% +$6.92K 1.03% 33
2019
Q4 		$1.45M Sell
36,708
-38,226
-51% -$1.52M 1% 40
2019
Q3 		$2.96M Buy
74,934
+3,018
+4% +$114K 2.11% 13
2019
Q2 		$2.65M Buy
71,916
+972
+1% +$33.5K 2.26% 13
2019
Q1 		$2.31M Buy
70,944
+879
+1% +$28.5K 2.01% 14
2018
Q4 		$2.17M Sell
70,065
-177
-0.3% -$5.67K 1.98% 13
2018
Q3 		$2.2M Sell
70,242
-36
-0.1% -$1.1K 1.98% 15
2018
Q2 		$2.01M Buy
+70,278
New +$2M 1.91% 16
2016
Q2 		– Sell
-104,259
Closed -$2.38M – 53
2016
Q1 		$2.38M Sell
104,259
-4,524
-4% -$99.2K 2.23% 11
2015
Q4 		$2.22M Buy
108,783
+462
+0.4% +$9.27K 2.25% 10
2015
Q3 		$2.34M Buy
108,321
+1,344
+1% +$30.8K 2.28% 11
2015
Q2 		$48K Sell
106,977
-332,391
-76% -$8.48M 0.05% 29
2015
Q1 		$3.02M Buy
439,368
+331,779
+308% +$9.41M 2.9% 7
2014
Q4 		$3.08M Buy
+107,589
New +$2.91M 2.96% 9

Other funds holding WMT

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Deane Retirement Strategies's WMT Position: Q2 2026 in Review

Deane Retirement Strategies sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 37 shares — an estimated $4.6K sold.

Deane Retirement Strategies first reported a position in WMT in Q4 2014 and held it in 38 quarters. The position peaked at $5.09M in Q4 2025. 773 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Deane Retirement Strategies reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Deane Retirement Strategies sold 37 Walmart Inc shares in Q2 2026, an estimated $4.6K.
  • Deane Retirement Strategies first reported a position in Walmart Inc in Q4 2014 and held it in 38 quarters.
  • Deane Retirement Strategies's Walmart Inc position peaked at $5.09M in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.