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Golden State Wealth Management’s Walmart Inc WMT Stock Holding History

Golden State 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 		$2.06M Sell
18,151
-2,034
-10% -$253K 0.19% 114
2026
Q1 		$2.51M Buy
20,185
+323
+2% +$39.7K 0.27% 76
2025
Q4 		$2.21M Buy
19,862
+925
+5% +$99.3K 0.23% 83
2025
Q3 		$1.95M Buy
18,937
+2,273
+14% +$226K 0.22% 89
2025
Q2 		$1.63M Sell
16,664
-317
-2% -$30.2K 0.2% 96
2025
Q1 		$1.49M Buy
16,981
+777
+5% +$72.9K 0.22% 87
2024
Q4 		$1.46M Buy
+16,204
New +$1.41M 0.22% 86
2022
Q1 		$728K Sell
14,658
-6,306
-30% -$296K 0.14% 137
2021
Q4 		$1.01M Buy
20,964
+6,894
+49% +$329K 0.17% 126
2021
Q3 		$654K Buy
14,070
+312
+2% +$15K 0.14% 138
2021
Q2 		$647K Sell
13,758
-1,401
-9% -$65.3K 0.14% 135
2021
Q1 		$686K Buy
15,159
+189
+1% +$8.76K 0.23% 78
2020
Q4 		$719K Buy
14,970
+4,773
+47% +$232K 0.21% 95
2020
Q3 		$476K Sell
10,197
-2,979
-23% -$132K 0.16% 104
2020
Q2 		$526K Buy
13,176
+5,403
+70% +$222K 0.17% 99
2020
Q1 		$294K Buy
+7,773
New +$299K 0.13% 116
2019
Q4 		– Sell
-3,783
Closed -$150K – 968
2019
Q3 		$150K Buy
3,783
+3
+0.1% +$113 0.05% 244
2019
Q2 		$139K Buy
3,780
+225
+6% +$7.75K 0.04% 281
2019
Q1 		$116K Buy
+3,555
New +$115K 0.04% 302

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Golden State Wealth Management's WMT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Walmart Inc (WMT) stake by 10% in Q2 2026, selling an estimated $253K and leaving 18,151 shares worth $2.06M. The position accounts for 0.19% of the portfolio, ranked #114.

Golden State Wealth Management first reported a position in WMT in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.51M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Golden State Wealth Management held 18,151 shares of Walmart Inc worth $2.06M as of Q2 2026.
  • Golden State Wealth Management sold 2,034 Walmart Inc shares in Q2 2026, an estimated $253K.
  • Walmart Inc made up 0.19% of Golden State Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Golden State Wealth Management first reported a position in Walmart Inc in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Walmart Inc position peaked at $2.51M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.