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WELLINGTON-ALTUS USA INC.’s Walmart Inc WMT Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$444K Buy
3,573
+207
+6% +$25.7K 0.32% 71
2026
Q1 		$381K Buy
3,366
+60
+2% +$7.37K 0.22% 101
2025
Q4 		$368K Buy
+3,306
New +$355K 0.27% 80

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WELLINGTON-ALTUS USA INC.'s WMT Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. increased its Walmart Inc (WMT) stake by 6.1% in Q2 2026, buying an estimated $25.7K and bringing the position to 3,573 shares worth $444K. The position accounts for 0.32% of the portfolio, ranked #71.

WELLINGTON-ALTUS USA INC. first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 3,573 shares of Walmart Inc worth $444K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. bought 207 Walmart Inc shares in Q2 2026, an estimated $25.7K.
  • Walmart Inc made up 0.32% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #71 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.