Foguth Wealth Management’s Walmart Inc WMT Stock Holding History

Foguth Wealth Management’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	$1.36M	Sell	12,104 -39	-0.3%	-$4.84K	0.15%	73
2026 Q1	$1.41M	Buy	12,143 +1,943	+19%	+$239K	0.16%	71
2025 Q4	$1.15M	Buy	+10,200	New	+$1.1M	0.18%	72
2025 Q2	$769K	Buy	7,861 +1,480	+23%	+$141K	0.16%	68
2025 Q1	$560K	Sell	6,381 -1,567	-20%	-$147K	0.14%	75
2024 Q4	$753K	Buy	7,948 +163	+2%	+$14.1K	0.2%	68
2024 Q3	$621K	Sell	7,785 -2,865	-27%	-$210K	0.23%	66
2024 Q2	$721K	Buy	10,650 +2,005	+23%	+$126K	0.32%	55
2024 Q1	$520K	Buy	+8,645	New	+$495K	0.28%	72

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

Foguth Wealth Management's WMT Position: Q2 2026 in Review

Foguth Wealth Management reduced its Walmart Inc (WMT) stake by 0.32% in Q2 2026, selling an estimated $4.84K and leaving 12,104 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #73.

Foguth Wealth Management first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 2,217 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Foguth Wealth Management held 12,104 shares of Walmart Inc worth $1.36M as of Q2 2026.
Foguth Wealth Management sold 39 Walmart Inc shares in Q2 2026, an estimated $4.84K.
Walmart Inc made up 0.15% of Foguth Wealth Management's portfolio in Q2 2026, its #73 holding.
Foguth Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's Walmart Inc position peaked at $1.41M in Q1 2026.
2,217 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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