Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Walmart Inc WMT Stock Holding History

Envestnet Portfolio Solutions’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 		$15.7M Buy
138,450
+20,942
+18% +$2.6M 0.08% 162
2026
Q1 		$14.6M Sell
117,508
-84,165
-42% -$10.3M 0.08% 149
2025
Q4 		$22.5M Buy
201,673
+15,272
+8% +$1.64M 0.08% 125
2025
Q3 		$19.2M Buy
186,401
+6,494
+4% +$646K 0.07% 140
2025
Q2 		$17.6M Sell
179,907
-18,979
-10% -$1.81M 0.06% 142
2025
Q1 		$17.5M Sell
198,886
-87,643
-31% -$8.22M 0.07% 142
2024
Q4 		$25.9M Buy
286,529
+10,914
+4% +$947K 0.08% 113
2024
Q3 		$22.3M Buy
275,615
+12,920
+5% +$949K 0.07% 133
2024
Q2 		$17.8M Sell
262,695
-7,370
-3% -$464K 0.06% 154
2024
Q1 		$16.2M Buy
270,065
+62,711
+30% +$3.59M 0.06% 162
2023
Q4 		$10.9M Buy
207,354
+6,108
+3% +$323K 0.05% 199
2023
Q3 		$10.7M Buy
+201,246
New +$10.7M 0.05% 177

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Envestnet Portfolio Solutions's WMT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Walmart Inc (WMT) stake by 18% in Q2 2026, buying an estimated $2.6M and bringing the position to 138,450 shares worth $15.7M. The position accounts for 0.08% of the portfolio, ranked #162.

Envestnet Portfolio Solutions first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.9M in Q4 2024. 1,233 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Envestnet Portfolio Solutions held 138,450 shares of Walmart Inc worth $15.7M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 20,942 Walmart Inc shares in Q2 2026, an estimated $2.6M.
  • Walmart Inc made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #162 holding.
  • Envestnet Portfolio Solutions first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Walmart Inc position peaked at $25.9M in Q4 2024.
  • 1,233 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.