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Empirical Wealth Management’s Walmart Inc WMT Stock Holding History

Empirical 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 		$20.1M Buy
177,246
+979
+0.6% +$122K 0.29% 69
2026
Q1 		$21.9M Sell
176,267
-287
-0.2% -$35.2K 0.38% 47
2025
Q4 		$19.7M Buy
176,554
+2,910
+2% +$312K 0.35% 49
2025
Q3 		$17.9M Sell
173,644
-53,301
-23% -$5.31M 0.36% 55
2025
Q2 		$22.2M Buy
226,945
+35,143
+18% +$3.35M 0.5% 36
2025
Q1 		$16.8M Buy
191,802
+149,231
+351% +$14M 0.43% 43
2024
Q4 		$3.85M Buy
42,571
+3,120
+8% +$271K 0.1% 132
2024
Q3 		$3.19M Buy
39,451
+7,872
+25% +$578K 0.09% 148
2024
Q2 		$2.14M Sell
31,579
-1,211
-4% -$76.3K 0.06% 175
2024
Q1 		$1.97M Buy
32,790
+6,840
+26% +$391K 0.06% 181
2023
Q4 		$1.36M Sell
25,950
-1,473
-5% -$77.9K 0.05% 208
2023
Q3 		$1.46M Buy
27,423
+4,122
+18% +$219K 0.06% 185
2023
Q2 		$1.22M Buy
23,301
+972
+4% +$49K 0.05% 207
2023
Q1 		$1.1M Buy
22,329
+285
+1% +$13.5K 0.05% 204
2022
Q4 		$1.04M Sell
22,044
-2,931
-12% -$139K 0.05% 204
2022
Q3 		$1.08M Buy
24,975
+2,199
+10% +$96.3K 0.06% 191
2022
Q2 		$923K Buy
22,776
+5,607
+33% +$259K 0.05% 209
2022
Q1 		$852K Sell
17,169
-6,477
-27% -$304K 0.04% 239
2021
Q4 		$1.14M Buy
23,646
+30
+0.1% +$1.43K 0.06% 189
2021
Q3 		$1.1M Buy
23,616
+3,621
+18% +$174K 0.06% 178
2021
Q2 		$940K Buy
19,995
+942
+5% +$43.9K 0.06% 198
2021
Q1 		$863K Buy
19,053
+3,711
+24% +$172K 0.07% 177
2020
Q4 		$737K Buy
15,342
+3,585
+30% +$174K 0.06% 192
2020
Q3 		$548K Sell
11,757
-2,625
-18% -$117K 0.05% 199
2020
Q2 		$574K Sell
14,382
-807
-5% -$33.2K 0.05% 188
2020
Q1 		$575K Sell
15,189
-30
-0.2% -$1.15K 0.06% 162
2019
Q4 		$603K Buy
15,219
+405
+3% +$16.1K 0.07% 169
2019
Q3 		$586K Sell
14,814
-45
-0.3% -$1.7K 0.07% 158
2019
Q2 		$547K Buy
14,859
+2,346
+19% +$80.8K 0.07% 147
2019
Q1 		$407K Buy
12,513
+5,532
+79% +$179K 0.06% 155
2018
Q4 		$217K Buy
+6,981
New +$224K 0.04% 183

Other funds holding WMT

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
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
Asset Management One
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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

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

Empirical Wealth Management increased its Walmart Inc (WMT) stake by 0.56% in Q2 2026, buying an estimated $122K and bringing the position to 177,246 shares worth $20.1M. The position accounts for 0.29% of the portfolio, ranked #69.

Empirical Wealth Management first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.2M in Q2 2025. 1,830 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Empirical Wealth Management held 177,246 shares of Walmart Inc worth $20.1M as of Q2 2026.
  • Empirical Wealth Management bought 979 Walmart Inc shares in Q2 2026, an estimated $122K.
  • Walmart Inc made up 0.29% of Empirical Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Empirical Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Empirical Wealth Management's Walmart Inc position peaked at $22.2M in Q2 2025.
  • 1,830 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.