Drive Wealth Management’s Walmart Inc WMT Stock Holding History

Drive Wealth Management’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	$3.61M	Buy	31,910 +2,741	+9%	+$340K	0.64%	32
2026 Q1	$3.63M	Sell	29,169 -1,433	-5%	-$176K	0.77%	28
2025 Q4	$3.42M	Buy	30,602 +2,395	+8%	+$257K	0.67%	32
2025 Q3	$2.91M	Buy	28,207 +234	+0.8%	+$23.3K	0.62%	35
2025 Q2	$2.74M	Sell	27,973 -383	-1%	-$36.5K	0.6%	33
2025 Q1	$2.5M	Buy	28,356 +11,497	+68%	+$1.08M	0.59%	33
2024 Q4	$1.53M	Buy	16,859 +368	+2%	+$31.9K	0.37%	50
2024 Q3	$1.33M	Buy	16,491 +147	+0.9%	+$10.8K	0.35%	53
2024 Q2	$1.11M	Buy	16,344 +333	+2%	+$21K	0.3%	68
2024 Q1	$967K	Buy	16,011 +123	+0.8%	+$7.04K	0.27%	76
2023 Q4	$838K	Buy	15,888 +453	+3%	+$24K	0.27%	76
2023 Q3	$823K	Buy	15,435 +1,632	+12%	+$86.8K	0.3%	72
2023 Q2	$723K	Buy	13,803 +1,227	+10%	+$61.9K	0.27%	78
2023 Q1	$621K	Buy	12,576 +1,125	+10%	+$53.4K	0.26%	93
2022 Q4	$545K	Buy	11,451 +4,389	+62%	+$208K	0.27%	89
2022 Q3	$305K	Buy	+7,062	New	+$309K	0.29%	108

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

Drive Wealth Management's WMT Position: Q2 2026 in Review

Drive Wealth Management increased its Walmart Inc (WMT) stake by 9.4% in Q2 2026, buying an estimated $340K and bringing the position to 31,910 shares worth $3.61M. The position accounts for 0.64% of the portfolio, ranked #32.

Drive Wealth Management first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.63M in Q1 2026. 1,677 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Drive Wealth Management held 31,910 shares of Walmart Inc worth $3.61M as of Q2 2026.
Drive Wealth Management bought 2,741 Walmart Inc shares in Q2 2026, an estimated $340K.
Walmart Inc made up 0.64% of Drive Wealth Management's portfolio in Q2 2026, its #32 holding.
Drive Wealth Management first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
Drive Wealth Management's Walmart Inc position peaked at $3.63M in Q1 2026.
1,677 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.