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Integris Wealth Management’s Walmart Inc WMT Stock Holding History

Integris Wealth 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 		$296K Buy
2,610
+756
+41% +$93.9K 0.06% 103
2026
Q1 		$230K Hold
1,854
– – 0.05% 104
2025
Q4 		$207K Sell
1,854
-657
-26% -$70.5K 0.05% 114
2025
Q3 		$259K Sell
2,511
-590
-19% -$58.7K 0.06% 101
2025
Q2 		$303K Buy
3,101
+466
+18% +$44.4K 0.08% 87
2025
Q1 		$231K Buy
2,635
+104
+4% +$9.76K 0.07% 94
2024
Q4 		$229K Buy
+2,531
New +$220K 0.06% 98

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Integris Wealth Management's WMT Position: Q2 2026 in Review

Integris Wealth Management increased its Walmart Inc (WMT) stake by 41% in Q2 2026, buying an estimated $93.9K and bringing the position to 2,610 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #103.

Integris Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $303K in Q2 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Integris Wealth Management held 2,610 shares of Walmart Inc worth $296K as of Q2 2026.
  • Integris Wealth Management bought 756 Walmart Inc shares in Q2 2026, an estimated $93.9K.
  • Walmart Inc made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Integris Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Integris Wealth Management's Walmart Inc position peaked at $303K in Q2 2025.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.