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Intergy Private Wealth’s Walmart Inc WMT Stock Holding History

Intergy Private 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 		$254K Buy
2,243
+112
+5% +$13.9K 0.06% 117
2026
Q1 		$265K Buy
2,131
+106
+5% +$13K 0.08% 95
2025
Q4 		$226K Buy
+2,025
New +$217K 0.07% 104

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
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
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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Intergy Private Wealth's WMT Position: Q2 2026 in Review

Intergy Private Wealth increased its Walmart Inc (WMT) stake by 5.3% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,243 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #117.

Intergy Private Wealth first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q1 2026. 1,075 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Intergy Private Wealth held 2,243 shares of Walmart Inc worth $254K as of Q2 2026.
  • Intergy Private Wealth bought 112 Walmart Inc shares in Q2 2026, an estimated $13.9K.
  • Walmart Inc made up 0.06% of Intergy Private Wealth's portfolio in Q2 2026, its #117 holding.
  • Intergy Private Wealth first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Intergy Private Wealth's Walmart Inc position peaked at $265K in Q1 2026.
  • 1,075 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.