First Western Trust Bank’s Walmart Inc WMT Stock Holding History

First Western Trust Bank’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	$2.38M	Sell	20,999 -686	-3%	-$85.2K	0.12%	57
2026 Q1	$2.7M	Buy	21,685 +106	+0.5%	+$13K	0.14%	50
2025 Q4	$2.4M	Buy	21,579 +184	+0.9%	+$19.8K	0.12%	59
2025 Q3	$2.2M	Sell	21,395 -465	-2%	-$46.3K	0.1%	60
2025 Q2	$2.14M	Sell	21,860 -379	-2%	-$36.1K	0.1%	59
2025 Q1	$1.95M	Buy	22,239 +370	+2%	+$34.7K	0.09%	63
2024 Q4	$1.98M	Buy	21,869 +87	+0.4%	+$7.55K	0.09%	67
2024 Q3	$1.76M	Sell	21,782 -71	-0.3%	-$5.21K	0.08%	72
2024 Q2	$1.48M	Sell	21,853 -341	-2%	-$21.5K	0.07%	74
2024 Q1	$1.34M	Sell	22,194 -801	-3%	-$45.8K	0.06%	78
2023 Q4	$1.21M	Sell	22,995 -612	-3%	-$32.4K	0.06%	78
2023 Q3	$1.26M	Sell	23,607 -150	-0.6%	-$7.98K	0.07%	76
2023 Q2	$1.24M	Sell	23,757 -807	-3%	-$40.7K	0.06%	80
2023 Q1	$1.21M	Sell	24,564 -81	-0.3%	-$3.84K	0.06%	86
2022 Q4	$1.16M	Sell	24,645 -78	-0.3%	-$3.7K	0.07%	79
2022 Q3	$1.07M	Sell	24,723 -2,070	-8%	-$90.7K	0.07%	78
2022 Q2	$1.09M	Buy	26,793 +78	+0.3%	+$3.6K	0.07%	79
2022 Q1	$1.33M	Buy	+26,715	New	+$1.25M	0.07%	80

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

First Western Trust Bank's WMT Position: Q2 2026 in Review

First Western Trust Bank reduced its Walmart Inc (WMT) stake by 3.2% in Q2 2026, selling an estimated $85.2K and leaving 20,999 shares worth $2.38M. The position accounts for 0.12% of the portfolio, ranked #57.

First Western Trust Bank first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.7M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

First Western Trust Bank held 20,999 shares of Walmart Inc worth $2.38M as of Q2 2026.
First Western Trust Bank sold 686 Walmart Inc shares in Q2 2026, an estimated $85.2K.
Walmart Inc made up 0.12% of First Western Trust Bank's portfolio in Q2 2026, its #57 holding.
First Western Trust Bank first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Walmart Inc position peaked at $2.7M in Q1 2026.
2,089 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.