Flywheel Private Wealth’s Walmart Inc WMT Stock Holding History

Flywheel 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	$577K	Sell	5,096 -1	-0%	-$124	0.28%	48
2026 Q1	$633K	Hold	5,097	–	–	0.36%	41
2025 Q4	$568K	Sell	5,097 -500	-9%	-$53.7K	0.35%	36
2025 Q3	$577K	Hold	5,597	–	–	0.45%	34
2025 Q2	$547K	Sell	5,597 -1,122	-17%	-$107K	0.44%	33
2025 Q1	$590K	Hold	6,719	–	–	0.54%	32
2024 Q4	$607K	Buy	+6,719	New	+$583K	0.56%	29

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Flywheel Private Wealth reduced its Walmart Inc (WMT) stake by 0.02% in Q2 2026, selling an estimated $124 and leaving 5,096 shares worth $577K. The position accounts for 0.28% of the portfolio, ranked #48.

Flywheel Private Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $633K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Flywheel Private Wealth held 5,096 shares of Walmart Inc worth $577K as of Q2 2026.
Flywheel Private Wealth sold 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.28% of Flywheel Private Wealth's portfolio in Q2 2026, its #48 holding.
Flywheel Private Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's Walmart Inc position peaked at $633K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.