Henrickson Nauta Wealth Advisors’s Walmart Inc WMT Stock Holding History

Henrickson Nauta Wealth 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	$381K	Buy	3,367 +579	+21%	+$71.9K	0.09%	72
2026 Q1	$347K	Sell	2,788 -715	-20%	-$87.8K	0.1%	66
2025 Q4	$401K	Buy	3,503 +1,226	+54%	+$132K	0.06%	84
2025 Q3	$235K	Buy	+2,277	New	+$227K	0.07%	85
2022 Q1	–	Sell	-945	Closed	-$44K	–	275
2021 Q4	$44K	Buy	+945	New	+$45.1K	0.04%	96

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors's WMT Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $71.9K and bringing the position to 3,367 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #72.

Henrickson Nauta Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 5 quarters since. The position peaked at $401K in Q4 2025. 2,113 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Henrickson Nauta Wealth Advisors held 3,367 shares of Walmart Inc worth $381K as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 579 Walmart Inc shares in Q2 2026, an estimated $71.9K.
Walmart Inc made up 0.09% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Henrickson Nauta Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 5 quarters since.
Henrickson Nauta Wealth Advisors's Walmart Inc position peaked at $401K in Q4 2025.
2,113 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.