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Insight Wealth Strategies’s Walmart Inc WMT Stock Holding History

Insight Wealth Strategies’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 		$283K Sell
2,603
-16,957
-87% -$2.11M 0.03% 160
2026
Q1 		$2.43M Buy
19,560
+406
+2% +$49.8K 0.27% 96
2025
Q4 		$2.13M Buy
19,154
+244
+1% +$26.2K 0.24% 94
2025
Q3 		$1.95M Buy
18,910
+349
+2% +$34.7K 0.23% 95
2025
Q2 		$1.82M Sell
18,561
-2,988
-14% -$285K 0.23% 94
2025
Q1 		$1.89M Sell
21,549
-423
-2% -$39.7K 0.25% 94
2024
Q4 		$1.99M Sell
21,972
-3,601
-14% -$312K 0.27% 95
2024
Q3 		$2.07M Sell
25,573
-136
-0.5% -$9.99K 0.27% 94
2024
Q2 		$1.74M Buy
25,709
+267
+1% +$16.8K 0.25% 102
2024
Q1 		$1.53M Sell
25,442
-1,222
-5% -$69.9K 0.22% 109
2023
Q4 		$1.4M Buy
26,664
+534
+2% +$28.3K 0.23% 99
2023
Q3 		$1.39M Buy
26,130
+1,659
+7% +$88.3K 0.27% 83
2023
Q2 		$1.28M Buy
24,471
+267
+1% +$13.5K 0.25% 79
2023
Q1 		$1.19M Sell
24,204
-102
-0.4% -$4.84K 0.23% 81
2022
Q4 		$1.15M Buy
24,306
+549
+2% +$26.1K 0.22% 79
2022
Q3 		$963K Hold
23,757
– – 0.18% 98
2022
Q2 		$963K Buy
23,757
+1,740
+8% +$80.2K 0.18% 98
2022
Q1 		$1.09M Buy
22,017
+3,177
+17% +$149K 0.16% 100
2021
Q4 		$909K Buy
18,840
+2,772
+17% +$132K 0.13% 105
2021
Q3 		$747K Buy
16,068
+1,062
+7% +$51.2K 0.11% 128
2021
Q2 		$705K Sell
15,006
-11,310
-43% -$527K 0.1% 125
2021
Q1 		$1.19M Buy
26,316
+7,809
+42% +$362K 0.16% 87
2020
Q4 		$889K Buy
18,507
+429
+2% +$20.8K 0.15% 80
2020
Q3 		$843K Buy
18,078
+2,631
+17% +$117K 0.16% 66
2020
Q2 		$617K Buy
15,447
+2,913
+23% +$120K 0.14% 71
2020
Q1 		$475K Sell
12,534
-2,121
-14% -$81.6K 0.13% 77
2019
Q4 		$581K Buy
14,655
+414
+3% +$16.4K 0.12% 112
2019
Q3 		$563K Buy
14,241
+849
+6% +$32K 0.13% 103
2019
Q2 		$493K Buy
13,392
+153
+1% +$5.27K 0.12% 105
2019
Q1 		$430K Buy
+13,239
New +$429K 0.12% 104

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Insight Wealth Strategies's WMT Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Walmart Inc (WMT) stake by 87% in Q2 2026, selling an estimated $2.11M and leaving 2,603 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #160.

Insight Wealth Strategies first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.43M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Insight Wealth Strategies held 2,603 shares of Walmart Inc worth $283K as of Q2 2026.
  • Insight Wealth Strategies sold 16,957 Walmart Inc shares in Q2 2026, an estimated $2.11M.
  • Walmart Inc made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #160 holding.
  • Insight Wealth Strategies first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
  • Insight Wealth Strategies's Walmart Inc position peaked at $2.43M in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.