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Gladwyn Financial Advisors’s Walmart Inc WMT Stock Holding History

Gladwyn Financial Advisors’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 		$207K Hold
1,829
– – 0.13% 45
2026
Q1 		$227K Buy
1,829
+1
+0.1% +$123 0.16% 42
2025
Q4 		$204K Hold
1,828
– – 0.14% 42
2025
Q3 		$188K Buy
1,828
+5
+0.3% +$498 0.14% 44
2025
Q2 		$178K Buy
+1,823
New +$174K 0.14% 43

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Gladwyn Financial Advisors's WMT Position: Q2 2026 in Review

Gladwyn Financial Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 1,829 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #45.

Gladwyn Financial Advisors first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $227K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gladwyn Financial Advisors held 1,829 shares of Walmart Inc worth $207K as of Q2 2026.
  • Gladwyn Financial Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.13% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Gladwyn Financial Advisors first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Gladwyn Financial Advisors's Walmart Inc position peaked at $227K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.