Fonville Wealth Management’s Walmart Inc WMT Stock Holding History

Fonville 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	$608K	Buy	5,371 +802	+18%	+$99.6K	0.1%	85
2026 Q1	$568K	Buy	4,569 +323	+8%	+$39.7K	0.11%	84
2025 Q4	$473K	Buy	4,246 +99	+2%	+$10.6K	0.1%	90
2025 Q3	$427K	Sell	4,147 -105	-2%	-$10.5K	0.1%	94
2025 Q2	$416K	Buy	4,252 +300	+8%	+$28.6K	0.11%	87
2025 Q1	$354K	Buy	3,952 +66	+2%	+$6.19K	0.1%	90
2024 Q4	$351K	Sell	3,886 -137	-3%	-$11.9K	0.12%	82
2024 Q3	$325K	Buy	4,023 +684	+20%	+$50.2K	0.11%	87
2024 Q2	$226K	Buy	+3,339	New	+$210K	0.09%	92

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

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

Fonville Wealth Management increased its Walmart Inc (WMT) stake by 18% in Q2 2026, buying an estimated $99.6K and bringing the position to 5,371 shares worth $608K. The position accounts for 0.1% of the portfolio, ranked #85.

Fonville Wealth Management first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Fonville Wealth Management held 5,371 shares of Walmart Inc worth $608K as of Q2 2026.
Fonville Wealth Management bought 802 Walmart Inc shares in Q2 2026, an estimated $99.6K.
Walmart Inc made up 0.1% of Fonville Wealth Management's portfolio in Q2 2026, its #85 holding.
Fonville Wealth Management first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.