Guardian Investment Management’s Walmart Inc WMT Stock Holding History

Guardian Investment 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	$3.65M	Sell	32,200 -3,400	-10%	-$422K	2.35%	12
2026 Q1	$4.42M	Sell	35,600 -25	-0.1%	-$3.07K	3.49%	6
2025 Q4	$3.97M	Sell	35,625 -425	-1%	-$45.6K	3.09%	7
2025 Q3	$3.72M	Buy	36,050 +1,200	+3%	+$119K	3.16%	6
2025 Q2	$3.41M	Sell	34,850 -11,150	-24%	-$1.06M	3.43%	7
2025 Q1	$4.04M	Sell	46,000 -12,800	-22%	-$1.2M	3.4%	6
2024 Q4	$5.31M	Sell	58,800 -3,995	-6%	-$347K	3.79%	4
2024 Q3	$5.07M	Sell	62,795 -19,242	-23%	-$1.41M	4.37%	4
2024 Q2	$5.55M	Buy	82,037 +17,692	+27%	+$1.11M	3.97%	5
2024 Q1	$3.87M	Buy	64,345 +400	+0.6%	+$22.9K	3.11%	7
2023 Q4	$3.36M	Hold	63,945	–	–	2.83%	10
2023 Q3	$3.41M	Hold	63,945	–	–	3.1%	8
2023 Q2	$3.35M	Buy	63,945 +26,358	+70%	+$1.33M	2.85%	8
2023 Q1	$1.7M	Sell	37,587 -32,658	-46%	-$1.55M	1.28%	29
2022 Q4	$3.32M	Sell	70,245 -2,250	-3%	-$107K	3.14%	7
2022 Q3	$3.13M	Hold	72,495	–	–	3.18%	7
2022 Q2	$2.94M	Buy	72,495 +15,300	+27%	+$706K	2.56%	10
2022 Q1	$2.84M	Hold	57,195	–	–	2.21%	16
2021 Q4	$2.76M	Buy	57,195 +13,050	+30%	+$623K	1.92%	18
2021 Q3	$2.05M	Sell	44,145 -3,192	-7%	-$154K	1.51%	26
2021 Q2	$2.23M	Buy	47,337 +9,750	+26%	+$454K	1.52%	26
2021 Q1	$1.7M	Hold	37,587	–	–	1.21%	29
2020 Q4	$1.81M	Sell	37,587 -900	-2%	-$43.7K	1.37%	28
2020 Q3	$1.79M	Hold	38,487	–	–	1.57%	27
2020 Q2	$1.54M	Hold	38,487	–	–	1.39%	26
2020 Q1	$1.46M	Buy	38,487 +450	+1%	+$17.3K	1.49%	24
2019 Q4	$1.51M	Hold	38,037	–	–	1.2%	32
2019 Q3	$1.5M	Hold	38,037	–	–	1.34%	29
2019 Q2	$1.4M	Sell	38,037 -2,400	-6%	-$82.7K	1.22%	32
2019 Q1	$1.31M	Buy	+40,437	New	+$1.31M	1.14%	34

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Guardian Investment Management's WMT Position: Q2 2026 in Review

Guardian Investment Management reduced its Walmart Inc (WMT) stake by 9.6% in Q2 2026, selling an estimated $422K and leaving 32,200 shares worth $3.65M. The position accounts for 2.35% of the portfolio, ranked #12.

Guardian Investment Management first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.55M in Q2 2024. 1,849 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Guardian Investment Management held 32,200 shares of Walmart Inc worth $3.65M as of Q2 2026.
Guardian Investment Management sold 3,400 Walmart Inc shares in Q2 2026, an estimated $422K.
Walmart Inc made up 2.35% of Guardian Investment Management's portfolio in Q2 2026, its #12 holding.
Guardian Investment Management first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
Guardian Investment Management's Walmart Inc position peaked at $5.55M in Q2 2024.
1,849 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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