Holos Integrated Wealth’s Walmart Inc WMT Stock Holding History

Holos Integrated Wealth’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	$307K	Hold	2,754	–	–	0.14%	63
2026 Q1	$337K	Buy	2,754 +1,200	+77%	+$147K	0.17%	62
2025 Q4	$175K	Hold	1,554	–	–	0.1%	72
2025 Q3	$158K	Hold	1,554	–	–	0.09%	73
2025 Q2	$161K	Hold	1,554	–	–	0.1%	71
2025 Q1	$136K	Hold	1,554	–	–	0.09%	74
2024 Q4	$140K	Buy	+1,554	New	+$135K	0.1%	66

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

Holos Integrated Wealth's WMT Position: Q2 2026 in Review

Holos Integrated Wealth held its Walmart Inc (WMT) position steady in Q2 2026 at 2,754 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #63.

Holos Integrated Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $337K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Holos Integrated Wealth held 2,754 shares of Walmart Inc worth $307K as of Q2 2026.
Holos Integrated Wealth left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.14% of Holos Integrated Wealth's portfolio in Q2 2026, its #63 holding.
Holos Integrated Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Walmart Inc position peaked at $337K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.