Generate Investment Management’s Walmart Inc WMT Stock Holding History

Generate Investment 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	$21.2M	Buy	+187,126	New	+$23.2M	0.87%	27
2026 Q1	–	Sell	-60,000	Closed	-$6.68M	–	91
2025 Q4	$6.68M	Sell	60,000 -10,000	-14%	-$1.07M	0.3%	65
2025 Q3	$7.21M	Sell	70,000 -118,387	-63%	-$11.8M	0.37%	73
2025 Q2	$18.4M	Sell	188,387 -60,429	-24%	-$5.76M	1.02%	31
2025 Q1	$21.8M	Buy	248,816 +153,468	+161%	+$14.4M	1.53%	20
2024 Q4	$8.61M	Sell	95,348 -55,033	-37%	-$4.78M	0.6%	58
2024 Q3	$12.1M	Buy	150,381 +3,996	+3%	+$293K	0.81%	44
2024 Q2	$9.91M	Buy	+146,385	New	+$9.22M	0.58%	51

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Generate Investment Management's WMT Position: Q2 2026 in Review

Generate Investment Management opened a new position in Walmart Inc (WMT) in Q2 2026: 187,126 shares worth $21.2M. The stake represents 0.87% of the portfolio and ranks #27 among its holdings. This is a return to the name: Generate Investment Management previously reported a position in WMT as recently as Q4 2025.

Generate Investment Management first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.8M in Q1 2025. 1,726 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Generate Investment Management held 187,126 shares of Walmart Inc worth $21.2M as of Q2 2026.
Walmart Inc was a new Generate Investment Management position in Q2 2026.
Walmart Inc made up 0.87% of Generate Investment Management's portfolio in Q2 2026, its #27 holding.
Generate Investment Management first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
Generate Investment Management's Walmart Inc position peaked at $21.8M in Q1 2025.
1,726 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.