Gilliland Jeter Wealth Management’s Walmart Inc WMT Stock Holding History

Gilliland Jeter 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	$13M	Buy	114,953 +25	+0%	+$3.1K	3.41%	3
2026 Q1	$14.3M	Sell	114,928 -1,073	-0.9%	-$132K	4.23%	3
2025 Q4	$12.9M	Sell	116,001 -2,375	-2%	-$255K	3.91%	3
2025 Q3	$12.2M	Sell	118,376 -2,710	-2%	-$270K	3.77%	3
2025 Q2	$11.8M	Sell	121,086 -536	-0.4%	-$51.1K	3.86%	3
2025 Q1	$10.7M	Sell	121,622 -1,925	-2%	-$181K	3.77%	3
2024 Q4	$11.2M	Sell	123,547 -276	-0.2%	-$23.9K	3.77%	3
2024 Q3	$10M	Buy	123,823 +310	+0.3%	+$22.8K	3.23%	3
2024 Q2	$8.36M	Sell	123,513 -343	-0.3%	-$21.6K	2.82%	6
2024 Q1	$7.45M	Sell	123,856 -3,410	-3%	-$195K	2.6%	7
2023 Q4	$6.69M	Buy	+127,266	New	+$6.73M	2.77%	7

Other funds holding WMT

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gilliland Jeter Wealth Management's WMT Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $3.1K and bringing the position to 114,953 shares worth $13M. The position accounts for 3.41% of the portfolio, ranked #3.

Gilliland Jeter Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Gilliland Jeter Wealth Management held 114,953 shares of Walmart Inc worth $13M as of Q2 2026.
Gilliland Jeter Wealth Management bought 25 Walmart Inc shares in Q2 2026, an estimated $3.1K.
Walmart Inc made up 3.41% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #3 holding.
Gilliland Jeter Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Walmart Inc position peaked at $14.3M in Q1 2026.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.