Elmwood Wealth Management’s Walmart Inc WMT Stock Holding History

Elmwood 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	$237K	Buy	+2,095	New	+$260K	0.06%	178
2022 Q1	–	Sell	-462	Closed	-$22K	–	339
2021 Q4	$22K	Buy	+462	New	+$22.1K	0.01%	243
2021 Q2	$22K	Hold	462	–	–	0.01%	214
2021 Q1	$21K	Buy	+462	New	+$21.4K	0.01%	214
2020 Q3	$21K	Hold	519	–	–	0.02%	160
2020 Q2	$21K	Buy	519 +75	+17%	+$3.08K	0.02%	160
2020 Q1	$13.2K	Buy	+444	New	+$17.1K	0.01%	178
2019 Q4	–	Sell	-363	Closed	-$14K	–	250
2019 Q3	$14K	Hold	363	–	–	0.01%	164
2019 Q2	$13K	Hold	363	–	–	0.01%	179
2019 Q1	$12K	Hold	363	–	–	0.01%	181
2018 Q4	$11K	Hold	363	–	–	0.01%	187
2018 Q3	$11.4K	Hold	363	–	–	0.01%	196
2018 Q2	$10.4K	Sell	363 -81	-18%	-$2.3K	0.01%	197
2018 Q1	$13.2K	Buy	+444	New	+$14.3K	0.01%	178

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

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

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

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

Elmwood Wealth Management opened a new position in Walmart Inc (WMT) in Q2 2026: 2,095 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in WMT as recently as Q4 2021.

Elmwood Wealth Management first reported a position in WMT in Q1 2018 and has held it in 14 quarters since. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Elmwood Wealth Management held 2,095 shares of Walmart Inc worth $237K as of Q2 2026.
Walmart Inc was a new Elmwood Wealth Management position in Q2 2026.
Walmart Inc made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #178 holding.
Elmwood Wealth Management first reported a position in Walmart Inc in Q1 2018 and has held it in 14 quarters since.
1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.