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Edge Wealth Management’s Walmart Inc WMT Stock Holding History

Edge 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 		$23.6M Sell
208,255
-245
-0.1% -$30.4K 3.97% 9
2026
Q1 		$25.9M Sell
208,500
-5,073
-2% -$623K 4.43% 8
2025
Q4 		$23.8M Sell
213,573
-3,133
-1% -$336K 4.2% 8
2025
Q3 		$22.3M Buy
216,706
+346
+0.2% +$34.4K 3.96% 8
2025
Q2 		$21.2M Sell
216,360
-3,237
-1% -$308K 4.08% 8
2025
Q1 		$19.3M Buy
219,597
+1,826
+0.8% +$171K 3.91% 9
2024
Q4 		$19.7M Sell
217,771
-2,844
-1% -$247K 3.98% 8
2024
Q3 		$17.8M Sell
220,615
-125
-0.1% -$9.18K 3.58% 9
2024
Q2 		$14.9M Sell
220,740
-2,367
-1% -$149K 3.15% 12
2024
Q1 		$13.4M Sell
223,107
-2,607
-1% -$149K 2.82% 14
2023
Q4 		$11.9M Sell
225,714
-2,889
-1% -$153K 2.59% 18
2023
Q3 		$12.2M Sell
228,603
-1,686
-0.7% -$89.7K 2.85% 13
2023
Q2 		$12.1M Buy
230,289
+5,949
+3% +$300K 2.63% 13
2023
Q1 		$11M Sell
224,340
-8,166
-4% -$388K 2.52% 14
2022
Q4 		$10.9M Sell
232,506
-28,515
-11% -$1.35M 2.54% 17
2022
Q3 		$11.4M Buy
261,021
+4,884
+2% +$214K 2.52% 15
2022
Q2 		$10.4M Buy
256,137
+117
+0% +$5.39K 2.24% 17
2022
Q1 		$12.7M Buy
256,020
+4,872
+2% +$229K 2.5% 15
2021
Q4 		$12.1M Buy
251,148
+2,982
+1% +$142K 2.22% 20
2021
Q3 		$11.5M Buy
248,166
+11,250
+5% +$542K 2.25% 18
2021
Q2 		$11.1M Buy
236,916
+5,430
+2% +$253K 2.26% 16
2021
Q1 		$10.5M Buy
231,486
+55,893
+32% +$2.59M 2.23% 15
2020
Q4 		$8.41M Sell
175,593
-16,887
-9% -$820K 1.91% 20
2020
Q3 		$8.98M Buy
192,480
+1,296
+0.7% +$57.6K 2.07% 14
2020
Q2 		$7.63M Sell
191,184
-4,941
-3% -$203K 1.45% 22
2020
Q1 		$7.55M Buy
196,125
+3,726
+2% +$143K 1.64% 21
2019
Q4 		$7.59M Buy
192,399
+1,485
+0.8% +$59K 1.52% 23
2019
Q3 		$7.55M Sell
190,914
-5,610
-3% -$212K 1.74% 18
2019
Q2 		$7.25M Sell
196,524
-1,092
-0.6% -$37.6K 1.61% 21
2019
Q1 		$6.43M Sell
197,616
-1,599
-0.8% -$51.8K 1.58% 20
2018
Q4 		$6.19M Buy
199,215
+178,500
+862% +$5.72M 1.74% 19
2018
Q3 		$648K Hold
20,715
– – 0.16% 79
2018
Q2 		$591K Buy
20,715
+18,000
+663% +$512K 0.15% 86
2018
Q1 		$81K Buy
2,715
+75
+3% +$2.41K 0.02% 181
2017
Q4 		$87K Buy
2,640
+1,470
+126% +$45K 0.02% 180
2017
Q3 		$31K Hold
1,170
– – 0.01% 263
2017
Q2 		$29K Hold
1,170
– – 0.01% 262
2017
Q1 		$28K Hold
1,170
– – 0.01% 261
2016
Q4 		$27K Hold
1,170
– – 0.01% 241
2016
Q3 		$28K Hold
1,170
– – 0.01% 237
2016
Q2 		$28K Sell
1,170
-360,708
-100% -$8.35M 0.01% 224
2016
Q1 		$8.26M Sell
361,878
-28,689
-7% -$629K 3.75% 5
2015
Q4 		$8.01M Sell
390,567
-13,179
-3% -$264K 3.02% 8
2015
Q3 		$8.66M Buy
403,746
+15,495
+4% +$355K 3.27% 10
2015
Q2 		$9.18M Buy
388,251
+388,131
+323,443% +$9.9M 3.14% 9
2015
Q1 		$3K Sell
120
-144
-55% -$4.08K ﹤0.01% 370
2014
Q4 		$8K Hold
264
– – ﹤0.01% 317
2014
Q3 		$7K Sell
264
-96
-27% -$2.42K ﹤0.01% 332
2014
Q2 		$9K Sell
360
-30
-8% -$771 ﹤0.01% 301
2014
Q1 		$10K Sell
390
-6,720
-95% -$169K ﹤0.01% 291
2013
Q4 		$186K Hold
7,110
– – 0.09% 92
2013
Q3 		$175K Buy
7,110
+120
+2% +$3.02K 0.11% 74
2013
Q2 		$175K Buy
+6,990
New +$179K 0.12% 62

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

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

Edge Wealth Management reduced its Walmart Inc (WMT) stake by 0.12% in Q2 2026, selling an estimated $30.4K and leaving 208,255 shares worth $23.6M. The position accounts for 3.97% of the portfolio, ranked #9.

Edge Wealth Management first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.9M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Edge Wealth Management held 208,255 shares of Walmart Inc worth $23.6M as of Q2 2026.
  • Edge Wealth Management sold 245 Walmart Inc shares in Q2 2026, an estimated $30.4K.
  • Walmart Inc made up 3.97% of Edge Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Edge Wealth Management first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Walmart Inc position peaked at $25.9M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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