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Eagle Wealth Strategies’s Walmart Inc WMT Stock Holding History

Eagle Wealth 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 		$378K Sell
3,335
-1
-0% -$124 0.14% 69
2026
Q1 		$415K Buy
3,336
+8
+0.2% +$982 0.18% 61
2025
Q4 		$371K Buy
3,328
+100
+3% +$10.7K 0.17% 64
2025
Q3 		$333K Buy
3,228
+46
+1% +$4.58K 0.17% 63
2025
Q2 		$311K Buy
3,182
+46
+1% +$4.38K 0.17% 66
2025
Q1 		$275K Buy
3,136
+11
+0.4% +$1.03K 0.17% 69
2024
Q4 		$282K Buy
3,125
+104
+3% +$9.03K 0.2% 75
2024
Q3 		$244K Buy
+3,021
New +$222K 0.18% 93

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

Eagle Wealth Strategies's WMT Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Walmart Inc (WMT) stake by 0.03% in Q2 2026, selling an estimated $124 and leaving 3,335 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #69.

Eagle Wealth Strategies first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $415K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Eagle Wealth Strategies held 3,335 shares of Walmart Inc worth $378K as of Q2 2026.
  • Eagle Wealth Strategies sold 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.14% of Eagle Wealth Strategies's portfolio in Q2 2026, its #69 holding.
  • Eagle Wealth Strategies first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Eagle Wealth Strategies's Walmart Inc position peaked at $415K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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