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Fairvoy Private Wealth’s Walmart Inc WMT Stock Holding History

Fairvoy Private Wealth’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 		$6.11M Buy
53,921
+874
+2% +$109K 1.23% 23
2026
Q1 		$6.59M Sell
53,047
-8,412
-14% -$1.03M 1.57% 17
2025
Q4 		$6.85M Buy
61,459
+339
+0.6% +$36.4K 1.53% 19
2025
Q3 		$6.3M Buy
61,120
+4,445
+8% +$442K 1.43% 20
2025
Q2 		$5.54M Buy
56,675
+806
+1% +$76.8K 1.38% 19
2025
Q1 		$4.9M Sell
55,869
-6,150
-10% -$577K 1.35% 18
2024
Q4 		$5.6M Buy
+62,019
New +$5.38M 1.49% 18

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Fairvoy Private Wealth's WMT Position: Q2 2026 in Review

Fairvoy Private Wealth increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $109K and bringing the position to 53,921 shares worth $6.11M. The position accounts for 1.23% of the portfolio, ranked #23.

Fairvoy Private Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.85M in Q4 2025. 945 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fairvoy Private Wealth held 53,921 shares of Walmart Inc worth $6.11M as of Q2 2026.
  • Fairvoy Private Wealth bought 874 Walmart Inc shares in Q2 2026, an estimated $109K.
  • Walmart Inc made up 1.23% of Fairvoy Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Fairvoy Private Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's Walmart Inc position peaked at $6.85M in Q4 2025.
  • 945 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.