Gradient Investments’s Walmart Inc WMT Stock Holding History

Gradient Investments’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	$43.9M	Buy	387,784 +4,686	+1%	+$582K	0.61%	49
2026 Q1	$47.6M	Sell	383,098 -25,416	-6%	-$3.12M	0.74%	35
2025 Q4	$45.5M	Sell	408,514 -12,183	-3%	-$1.31M	0.72%	37
2025 Q3	$43.4M	Buy	420,697 +23,995	+6%	+$2.39M	0.72%	38
2025 Q2	$38.8M	Sell	396,702 -11,227	-3%	-$1.07M	0.71%	42
2025 Q1	$35.8M	Buy	407,929 +51,647	+14%	+$4.85M	0.72%	46
2024 Q4	$32.2M	Sell	356,282 -37,231	-9%	-$3.23M	0.65%	43
2024 Q3	$31.8M	Sell	393,513 -9,087	-2%	-$667K	0.66%	52
2024 Q2	$27.3M	Buy	402,600 +20,225	+5%	+$1.27M	0.61%	52
2024 Q1	$23M	Buy	382,375 +34,081	+10%	+$1.95M	0.53%	53
2023 Q4	$18.3M	Buy	348,294 +36,270	+12%	+$1.92M	0.44%	68
2023 Q3	$16.6M	Buy	312,024 +23,175	+8%	+$1.23M	0.44%	66
2023 Q2	$15.1M	Buy	288,849 +4,509	+2%	+$227K	0.39%	90
2023 Q1	$14M	Buy	284,340 +71,031	+33%	+$3.37M	0.38%	91
2022 Q4	$10.1M	Sell	213,309 -324,426	-60%	-$15.4M	0.32%	103
2022 Q3	$23.2M	Buy	537,735 +9,735	+2%	+$426K	0.71%	27
2022 Q2	$21.4M	Sell	528,000 -37,107	-7%	-$1.71M	0.62%	28
2022 Q1	$28.1M	Sell	565,107 -1,170	-0.2%	-$54.9K	0.72%	31
2021 Q4	$27.3M	Buy	566,277 +33,567	+6%	+$1.6M	0.69%	30
2021 Q3	$24.8M	Buy	532,710 +123,897	+30%	+$5.97M	0.69%	28
2021 Q2	$19.2M	Buy	408,813 +16,590	+4%	+$773K	0.56%	37
2021 Q1	$17.8M	Buy	392,223 +77,730	+25%	+$3.6M	0.58%	35
2020 Q4	$14.7M	Sell	314,493 -3,648	-1%	-$177K	0.62%	35
2020 Q3	$14.8M	Buy	318,141 +15,864	+5%	+$705K	0.62%	35
2020 Q2	$12.1M	Sell	302,277 -42,846	-12%	-$1.76M	0.55%	46
2020 Q1	$13.1M	Buy	345,123 +275,502	+396%	+$10.6M	0.7%	25
2019 Q4	$2.76M	Buy	69,621 +11,292	+19%	+$448K	0.12%	116
2019 Q3	$2.31M	Buy	58,329 +13,602	+30%	+$513K	0.11%	119
2019 Q2	$1.65M	Buy	44,727 +30,783	+221%	+$1.06M	0.08%	140
2019 Q1	$453K	Buy	13,944 +4,881	+54%	+$158K	0.03%	191
2018 Q4	$281K	Buy	9,063 +3,504	+63%	+$112K	0.02%	209
2018 Q3	$174K	Sell	5,559 -603	-10%	-$18.4K	0.01%	242
2018 Q2	$176K	Buy	6,162 +615	+11%	+$17.5K	0.01%	235
2018 Q1	$165K	Buy	5,547 +831	+18%	+$26.7K	0.01%	239
2017 Q4	$155K	Buy	+4,716	New	+$144K	0.01%	257
2017 Q3	–	Sell	-3,477	Closed	-$88K	–	721
2017 Q2	$88K	Buy	3,477 +90	+3%	+$2.29K	0.01%	268
2017 Q1	$81K	Buy	3,387 +1,935	+133%	+$44.5K	0.01%	276
2016 Q4	$33K	Sell	1,452 -18	-1%	-$420	﹤0.01%	304
2016 Q3	$35K	Buy	1,470 +333	+29%	+$8.08K	﹤0.01%	296
2016 Q2	$28K	Sell	1,137 -2,955	-72%	-$68.4K	﹤0.01%	315
2016 Q1	$93K	Sell	4,092 -48	-1%	-$1.05K	0.01%	214
2015 Q4	$85K	Sell	4,140 -1,119	-21%	-$22.5K	0.01%	216
2015 Q3	$114K	Buy	5,259 +153	+3%	+$3.51K	0.02%	190
2015 Q2	$121K	Buy	5,106 +453	+10%	+$11.6K	0.02%	190
2015 Q1	$128K	Buy	4,653 +936	+25%	+$26.6K	0.02%	184
2014 Q4	$106K	Buy	3,717 +102	+3%	+$2.76K	0.02%	187
2014 Q3	$92K	Buy	3,615 +633	+21%	+$16K	0.02%	179
2014 Q2	$75K	Sell	2,982 -180	-6%	-$4.62K	0.01%	192
2014 Q1	$81K	Buy	3,162 +330	+12%	+$8.29K	0.02%	178
2013 Q4	$74K	Buy	2,832 +72	+3%	+$1.86K	0.02%	199
2013 Q3	$68K	Hold	2,760	–	–	0.02%	166
2013 Q2	$69K	Buy	+2,760	New	+$70.7K	0.03%	170

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

Gradient Investments's WMT Position: Q2 2026 in Review

Gradient Investments increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $582K and bringing the position to 387,784 shares worth $43.9M. The position accounts for 0.61% of the portfolio, ranked #49.

Gradient Investments first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.6M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Gradient Investments held 387,784 shares of Walmart Inc worth $43.9M as of Q2 2026.
Gradient Investments bought 4,686 Walmart Inc shares in Q2 2026, an estimated $582K.
Walmart Inc made up 0.61% of Gradient Investments's portfolio in Q2 2026, its #49 holding.
Gradient Investments first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
Gradient Investments's Walmart Inc position peaked at $47.6M in Q1 2026.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.