Enclave Advisors’s Walmart Inc WMT Stock Holding History

Enclave Advisors’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	$16.5M	Sell	145,613 -2,183	-1%	-$271K	2.09%	14
2026 Q1	$18.4M	Buy	147,796 +7,697	+5%	+$945K	2.52%	9
2025 Q4	$15.6M	Buy	140,099 +65	+0%	+$6.98K	2.21%	10
2025 Q3	$14.4M	Sell	140,034 -1,983	-1%	-$197K	2.2%	12
2025 Q2	$13.9M	Buy	142,017 +196	+0.1%	+$18.7K	2.24%	12
2025 Q1	$12.5M	Buy	141,821 +13,120	+10%	+$1.23M	2.13%	13
2024 Q4	$11.6M	Buy	128,701 +26,866	+26%	+$2.33M	1.91%	16
2024 Q3	$8.22M	Buy	+101,835	New	+$7.48M	1.39%	20

Other funds holding WMT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Enclave Advisors's WMT Position: Q2 2026 in Review

Enclave Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $271K and leaving 145,613 shares worth $16.5M. The position accounts for 2.09% of the portfolio, ranked #14.

Enclave Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.4M in Q1 2026. 1,921 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Enclave Advisors held 145,613 shares of Walmart Inc worth $16.5M as of Q2 2026.
Enclave Advisors sold 2,183 Walmart Inc shares in Q2 2026, an estimated $271K.
Walmart Inc made up 2.09% of Enclave Advisors's portfolio in Q2 2026, its #14 holding.
Enclave Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's Walmart Inc position peaked at $18.4M in Q1 2026.
1,921 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.