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Fulcrum Equity Management’s Walmart Inc WMT Stock Holding History

Fulcrum Equity 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 		$1.91M Buy
16,900
+68
+0.4% +$8.44K 1.4% 15
2026
Q1 		$2.09M Buy
16,832
+57
+0.3% +$7K 2.02% 8
2025
Q4 		$1.87M Buy
16,775
+1,048
+7% +$113K 1.79% 10
2025
Q3 		$1.62M Buy
15,727
+34
+0.2% +$3.38K 1.64% 13
2025
Q2 		$1.53M Buy
15,693
+243
+2% +$23.2K 1.58% 12
2025
Q1 		$1.36M Buy
15,450
+121
+0.8% +$11.4K 1.48% 15
2024
Q4 		$1.38M Hold
15,329
– – 1.37% 14
2024
Q3 		$1.24M Buy
15,329
+37
+0.2% +$2.72K 1.05% 20
2024
Q2 		$1.04M Buy
15,292
+92
+0.6% +$5.79K 0.93% 40
2024
Q1 		$915K Buy
15,200
+995
+7% +$56.9K 1.08% 32
2023
Q4 		$746K Buy
14,205
+621
+5% +$32.9K 0.92% 24
2023
Q3 		$724K Hold
13,584
– – 0.85% 33
2023
Q2 		$712K Hold
13,584
– – 0.83% 31
2023
Q1 		$668K Buy
13,584
+51
+0.4% +$2.42K 0.63% 46
2022
Q4 		$640K Hold
13,533
– – 0.52% 44
2022
Q3 		$585K Buy
13,533
+57
+0.4% +$2.5K 0.5% 42
2022
Q2 		$546K Buy
13,476
+213
+2% +$9.82K 0.44% 42
2022
Q1 		$658K Sell
13,263
-432
-3% -$20.3K 0.39% 46
2021
Q4 		$661K Buy
13,695
+558
+4% +$26.6K 0.25% 74
2021
Q3 		$610K Buy
13,137
+48
+0.4% +$2.31K 0.24% 77
2021
Q2 		$615K Buy
13,089
+102
+0.8% +$4.75K 0.23% 94
2021
Q1 		$588K Sell
12,987
-348
-3% -$16.1K 0.23% 93
2020
Q4 		$641K Buy
13,335
+12
+0.1% +$583 0.26% 78
2020
Q3 		$621K Buy
13,323
+165
+1% +$7.34K 0.29% 64
2020
Q2 		$525K Buy
13,158
+111
+0.9% +$4.57K 0.25% 68
2020
Q1 		$494K Buy
13,047
+561
+4% +$21.6K 0.35% 16
2019
Q4 		$495K Buy
12,486
+4,500
+56% +$179K 0.26% 60
2019
Q3 		$316K Buy
7,986
+36
+0.5% +$1.36K 0.16% 73
2019
Q2 		$284K Sell
7,950
-5,196
-40% -$179K 0.14% 75
2019
Q1 		$427K Buy
13,146
+45
+0.3% +$1.46K 0.15% 45
2018
Q4 		$407K Buy
+13,101
New +$420K 0.15% 29

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Fulcrum Equity Management's WMT Position: Q2 2026 in Review

Fulcrum Equity Management increased its Walmart Inc (WMT) stake by 0.4% in Q2 2026, buying an estimated $8.44K and bringing the position to 16,900 shares worth $1.91M. The position accounts for 1.4% of the portfolio, ranked #15.

Fulcrum Equity Management first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.09M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fulcrum Equity Management held 16,900 shares of Walmart Inc worth $1.91M as of Q2 2026.
  • Fulcrum Equity Management bought 68 Walmart Inc shares in Q2 2026, an estimated $8.44K.
  • Walmart Inc made up 1.4% of Fulcrum Equity Management's portfolio in Q2 2026, its #15 holding.
  • Fulcrum Equity Management first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Fulcrum Equity Management's Walmart Inc position peaked at $2.09M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.