Eclectic Associates’s Walmart Inc WMT Stock Holding History

Eclectic Associates’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	$619K	Sell	5,469 -257	-4%	-$31.9K	0.07%	96
2026 Q1	$712K	Buy	5,726 +684	+14%	+$84K	0.09%	90
2025 Q4	$562K	Buy	5,042 +650	+15%	+$69.8K	0.09%	90
2025 Q3	$453K	Sell	4,392 -39	-0.9%	-$3.88K	0.08%	83
2025 Q2	$433K	Buy	4,431 +49	+1%	+$4.67K	0.09%	85
2025 Q1	$385K	Sell	4,382 -1,015	-19%	-$95.2K	0.1%	90
2024 Q4	$488K	Buy	5,397 +548	+11%	+$47.6K	0.14%	84
2024 Q3	$392K	Sell	4,849 -74	-2%	-$5.43K	0.15%	75
2024 Q2	$333K	Buy	4,923 +1	+0%	+$63	0.15%	71
2024 Q1	$296K	Buy	+4,922	New	+$282K	0.14%	75

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Eclectic Associates's WMT Position: Q2 2026 in Review

Eclectic Associates reduced its Walmart Inc (WMT) stake by 4.5% in Q2 2026, selling an estimated $31.9K and leaving 5,469 shares worth $619K. The position accounts for 0.07% of the portfolio, ranked #96.

Eclectic Associates first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $712K in Q1 2026. 1,001 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Eclectic Associates held 5,469 shares of Walmart Inc worth $619K as of Q2 2026.
Eclectic Associates sold 257 Walmart Inc shares in Q2 2026, an estimated $31.9K.
Walmart Inc made up 0.07% of Eclectic Associates's portfolio in Q2 2026, its #96 holding.
Eclectic Associates first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Eclectic Associates's Walmart Inc position peaked at $712K in Q1 2026.
1,001 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.