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Instrumental Wealth’s Walmart Inc WMT Stock Holding History

Instrumental 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 		$369K Buy
3,260
+287
+10% +$35.6K 0.19% 52
2026
Q1 		$369K Buy
2,973
+163
+6% +$20K 0.23% 39
2025
Q4 		$350K Buy
2,810
+240
+9% +$25.8K 0.21% 42
2025
Q3 		$263K Buy
2,570
+161
+7% +$16K 0.18% 55
2025
Q2 		$230K Buy
2,409
+91
+4% +$8.67K 0.18% 51
2025
Q1 		$220K Sell
2,318
-32
-1% -$3K 0.2% 49
2024
Q4 		$223K Buy
+2,350
New +$204K 0.21% 47

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

Instrumental Wealth's WMT Position: Q2 2026 in Review

Instrumental Wealth increased its Walmart Inc (WMT) stake by 9.7% in Q2 2026, buying an estimated $35.6K and bringing the position to 3,260 shares worth $369K. The position accounts for 0.19% of the portfolio, ranked #52.

Instrumental Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Instrumental Wealth held 3,260 shares of Walmart Inc worth $369K as of Q2 2026.
  • Instrumental Wealth bought 287 Walmart Inc shares in Q2 2026, an estimated $35.6K.
  • Walmart Inc made up 0.19% of Instrumental Wealth's portfolio in Q2 2026, its #52 holding.
  • Instrumental Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Instrumental Wealth's Walmart Inc position peaked at $369K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.