Forza Wealth Management’s Walmart Inc WMT Stock Holding History

Forza 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	$473K	Hold	4,173	–	–	0.15%	135
2026 Q1	$519K	Hold	4,173	–	–	0.18%	122
2025 Q4	$465K	Buy	4,173 +130	+3%	+$14K	0.17%	127
2025 Q3	$417K	Sell	4,043 -300	-7%	-$29.9K	0.16%	134
2025 Q2	$425K	Sell	4,343 -54	-1%	-$5.14K	0.17%	132
2025 Q1	$386K	Hold	4,397	–	–	0.17%	131
2024 Q4	$397K	Buy	4,397 +357	+9%	+$31K	0.18%	129
2024 Q3	$326K	Sell	4,040 -511	-11%	-$37.5K	0.15%	145
2024 Q2	$308K	Hold	4,551	–	–	0.16%	140
2024 Q1	$274K	Hold	4,551	–	–	0.14%	147
2023 Q4	$239K	Hold	4,551	–	–	0.13%	152
2023 Q3	$243K	Sell	4,551 -264	-5%	-$14K	0.13%	164
2023 Q2	$252K	Buy	4,815 +300	+7%	+$15.1K	0.13%	160
2023 Q1	$222K	Hold	4,515	–	–	0.11%	169
2022 Q4	$213K	Buy	+4,515	New	+$214K	0.14%	133

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

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

Forza Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 4,173 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #135.

Forza Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $519K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Forza Wealth Management held 4,173 shares of Walmart Inc worth $473K as of Q2 2026.
Forza Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.15% of Forza Wealth Management's portfolio in Q2 2026, its #135 holding.
Forza Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Walmart Inc position peaked at $519K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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