Global Wealth Management’s Walmart Inc WMT Stock Holding History

Global 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	$273K	Buy	2,410 +9	+0.4%	+$1.12K	0.14%	40
2026 Q1	$298K	Buy	2,401 +5	+0.2%	+$614	0.16%	33
2025 Q4	$267K	Hold	2,396	–	–	0.14%	33
2025 Q3	$247K	Buy	2,396 +5	+0.2%	+$498	0.13%	30
2025 Q2	$229K	Buy	2,391 +12	+0.5%	+$1.14K	0.13%	29
2025 Q1	$209K	Buy	+2,379	New	+$223K	0.12%	28

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Global Wealth Management's WMT Position: Q2 2026 in Review

Global Wealth Management increased its Walmart Inc (WMT) stake by 0.37% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,410 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #40.

Global Wealth Management first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Global Wealth Management held 2,410 shares of Walmart Inc worth $273K as of Q2 2026.
Global Wealth Management bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
Walmart Inc made up 0.14% of Global Wealth Management's portfolio in Q2 2026, its #40 holding.
Global Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Global Wealth Management's Walmart Inc position peaked at $298K in Q1 2026.
1,311 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.