Gemmer Asset Management’s Walmart Inc WMT Stock Holding History

Gemmer Asset 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	$875K	Buy	7,728 +62	+0.8%	+$7.7K	0.06%	92
2026 Q1	$953K	Sell	7,666 -36	-0.5%	-$4.42K	0.08%	84
2025 Q4	$858K	Sell	7,702 -59	-0.8%	-$6.33K	0.07%	90
2025 Q3	$800K	Buy	7,761 +307	+4%	+$30.6K	0.06%	89
2025 Q2	$729K	Buy	7,454 +44	+0.6%	+$4.19K	0.06%	87
2025 Q1	$651K	Buy	7,410 +1,204	+19%	+$113K	0.06%	87
2024 Q4	$561K	Sell	6,206 -1	-0%	-$87	0.06%	94
2024 Q3	$501K	Buy	6,207 +6	+0.1%	+$441	0.05%	93
2024 Q2	$420K	Sell	6,201 -172	-3%	-$10.8K	0.04%	94
2024 Q1	$383K	Buy	6,373 +7	+0.1%	+$401	0.04%	94
2023 Q4	$334K	Sell	6,366 -879	-12%	-$46.5K	0.04%	95
2023 Q3	$386K	Buy	7,245 +837	+13%	+$44.5K	0.05%	81
2023 Q2	$336K	Buy	6,408 +435	+7%	+$21.9K	0.05%	94
2023 Q1	$294K	Sell	5,973 -669	-10%	-$31.8K	0.04%	102
2022 Q4	$314K	Buy	6,642 +15	+0.2%	+$712	0.05%	92
2022 Q3	$286K	Buy	6,627 +36	+0.5%	+$1.58K	0.05%	99
2022 Q2	$267K	Sell	6,591 -39	-0.6%	-$1.8K	0.04%	97
2022 Q1	$329K	Sell	6,630 -249	-4%	-$11.7K	0.04%	97
2021 Q4	$332K	Sell	6,879 -1,236	-15%	-$59K	0.04%	97
2021 Q3	$377K	Buy	8,115 +6	+0.1%	+$289	0.05%	87
2021 Q2	$381K	Buy	8,109 +72	+0.9%	+$3.35K	0.05%	92
2021 Q1	$364K	Buy	8,037 +9	+0.1%	+$417	0.06%	89
2020 Q4	$386K	Hold	8,028	–	–	0.06%	70
2020 Q3	$374K	Buy	8,028 +6	+0.1%	+$267	0.07%	67
2020 Q2	$320K	Sell	8,022 -486	-6%	-$20K	0.07%	70
2020 Q1	$322K	Sell	8,508 -291	-3%	-$11.2K	0.09%	63
2019 Q4	$349K	Sell	8,799 -198	-2%	-$7.86K	0.08%	67
2019 Q3	$356K	Buy	8,997 +60	+0.7%	+$2.27K	0.09%	69
2019 Q2	$329K	Buy	8,937 +21	+0.2%	+$724	0.09%	67
2019 Q1	$290K	Buy	8,916 +462	+5%	+$15K	0.08%	74
2018 Q4	$262K	Hold	8,454	–	–	0.08%	71
2018 Q3	$265K	Buy	8,454 +12	+0.1%	+$367	0.08%	72
2018 Q2	$241K	Sell	8,442 -483	-5%	-$13.7K	0.08%	73
2018 Q1	$265K	Buy	8,925 +12	+0.1%	+$386	0.09%	69
2017 Q4	$293K	Hold	8,913	–	–	0.1%	69
2017 Q3	$232K	Buy	8,913 +18	+0.2%	+$472	0.09%	74
2017 Q2	$224K	Buy	8,895 +30	+0.3%	+$762	0.09%	77
2017 Q1	$213K	Sell	8,865 -6	-0.1%	-$138	0.09%	75
2016 Q4	$204K	Buy	8,871 +150	+2%	+$3.5K	0.1%	69
2016 Q3	$210K	Buy	8,721 +15	+0.2%	+$364	0.11%	64
2016 Q2	$212K	Buy	8,706 +33	+0.4%	+$764	0.11%	61
2016 Q1	$198K	Sell	8,673 -1,146	-12%	-$25.1K	0.12%	71
2015 Q4	$201K	Buy	9,819 +1,224	+14%	+$24.6K	0.12%	67
2015 Q3	$186K	Buy	8,595 +18	+0.2%	+$413	0.12%	75
2015 Q2	$203K	Sell	8,577 -48	-0.6%	-$1.22K	0.12%	66
2015 Q1	$236K	Buy	8,625 +12	+0.1%	+$340	0.14%	61
2014 Q4	$247K	Buy	8,613 +3	+0%	+$81	0.17%	57
2014 Q3	$220K	Buy	8,610 +15	+0.2%	+$379	0.16%	67
2014 Q2	$215K	Buy	8,595 +27	+0.3%	+$694	0.15%	67
2014 Q1	$218K	Buy	+8,568	New	+$215K	0.16%	66

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

Gemmer Asset Management's WMT Position: Q2 2026 in Review

Gemmer Asset Management increased its Walmart Inc (WMT) stake by 0.81% in Q2 2026, buying an estimated $7.7K and bringing the position to 7,728 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #92.

Gemmer Asset Management first reported a position in WMT in Q1 2014 and has held it in 50 quarters since. The position peaked at $953K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Gemmer Asset Management held 7,728 shares of Walmart Inc worth $875K as of Q2 2026.
Gemmer Asset Management bought 62 Walmart Inc shares in Q2 2026, an estimated $7.7K.
Walmart Inc made up 0.06% of Gemmer Asset Management's portfolio in Q2 2026, its #92 holding.
Gemmer Asset Management first reported a position in Walmart Inc in Q1 2014 and has held it in 50 quarters since.
Gemmer Asset Management's Walmart Inc position peaked at $953K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.