Investment House LLC’s Walmart Inc WMT Stock Holding History

Investment House LLC’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	$14.5M	Hold	117,027	–	–	0.76%	37
2026 Q1	$14.5M	Sell	117,027 -20	-0%	-$2.46K	0.76%	37
2025 Q4	$13M	Buy	117,047 +44	+0%	+$4.72K	0.62%	46
2025 Q3	$12.1M	Hold	117,003	–	–	0.57%	48
2025 Q2	$11.4M	Sell	117,003 -450	-0.4%	-$42.9K	0.58%	49
2025 Q1	$10.3M	Buy	117,453 +200	+0.2%	+$18.8K	0.59%	47
2024 Q4	$10.6M	Sell	117,253 -25	-0%	-$2.17K	0.58%	50
2024 Q3	$9.47M	Buy	117,278 +200	+0.2%	+$14.7K	0.51%	54
2024 Q2	$7.93M	Sell	117,078 -1,035	-0.9%	-$65.2K	0.45%	56
2024 Q1	$7.11M	Sell	118,113 -1,980	-2%	-$113K	0.42%	61
2023 Q4	$6.31M	Sell	120,093 -1,170	-1%	-$61.9K	0.45%	59
2023 Q3	$6.46M	Buy	121,263 +942	+0.8%	+$50.1K	0.51%	56
2023 Q2	$6.3M	Hold	120,321	–	–	0.47%	60
2023 Q1	$5.91M	Buy	120,321 +8,325	+7%	+$395K	0.49%	60
2022 Q4	$5.29M	Buy	111,996 +9,270	+9%	+$440K	0.5%	58
2022 Q3	$4.44M	Buy	102,726 +9,675	+10%	+$424K	0.41%	62
2022 Q2	$3.77M	Buy	93,051 +28,200	+43%	+$1.3M	0.33%	69
2022 Q1	$3.22M	Buy	64,851 +3,240	+5%	+$152K	0.23%	76
2021 Q4	$2.97M	Buy	61,611 +5,655	+10%	+$270K	0.19%	80
2021 Q3	$2.6M	Sell	55,956 -5,370	-9%	-$259K	0.19%	79
2021 Q2	$2.88M	Buy	61,326 +28,815	+89%	+$1.34M	0.2%	80
2021 Q1	$1.47M	Sell	32,511 -456	-1%	-$21.1K	0.11%	96
2020 Q4	$1.58M	Buy	32,967 +540	+2%	+$26.2K	0.11%	103
2020 Q3	$1.51M	Buy	32,427 +807	+3%	+$35.9K	0.12%	96
2020 Q2	$1.26M	Buy	31,620 +2,070	+7%	+$85.1K	0.11%	101
2020 Q1	$1.12M	Buy	29,550 +453	+2%	+$17.4K	0.13%	97
2019 Q4	$1.15M	Hold	29,097	–	–	0.11%	114
2019 Q3	$1.15M	Hold	29,097	–	–	0.12%	106
2019 Q2	$1.07M	Buy	29,097 +300	+1%	+$10.3K	0.11%	100
2019 Q1	$936K	Hold	28,797	–	–	0.1%	114
2018 Q4	$894K	Sell	28,797 -372	-1%	-$11.9K	0.11%	104
2018 Q3	$913K	Hold	29,169	–	–	0.1%	116
2018 Q2	$833K	Buy	29,169 +450	+2%	+$12.8K	0.1%	117
2018 Q1	$852K	Hold	28,719	–	–	0.1%	114
2017 Q4	$945K	Buy	28,719 +741	+3%	+$22.7K	0.11%	110
2017 Q3	$729K	Buy	27,978 +300	+1%	+$7.87K	0.1%	118
2017 Q2	$698K	Hold	27,678	–	–	0.09%	126
2017 Q1	$665K	Hold	27,678	–	–	0.09%	125
2016 Q4	$638K	Sell	27,678 -9	-0%	-$210	0.1%	122
2016 Q3	$666K	Hold	27,687	–	–	0.1%	124
2016 Q2	$674K	Hold	27,687	–	–	0.11%	121
2016 Q1	$632K	Hold	27,687	–	–	0.1%	121
2015 Q4	$566K	Hold	27,687	–	–	0.09%	120
2015 Q3	$598K	Hold	27,687	–	–	0.1%	116
2015 Q2	$654K	Sell	27,687 -3,150	-10%	-$80.3K	0.11%	119
2015 Q1	$845K	Hold	30,837	–	–	0.14%	104
2014 Q4	$883K	Hold	30,837	–	–	0.14%	105
2014 Q3	$786K	Hold	30,837	–	–	0.13%	108
2014 Q2	$772K	Sell	30,837 -3,300	-10%	-$84.8K	0.13%	107
2014 Q1	$869K	Sell	34,137 -666	-2%	-$16.7K	0.15%	104
2013 Q4	$913K	Sell	34,803 -1,359	-4%	-$35.1K	0.16%	100
2013 Q3	$892K	Buy	36,162 +9	+0%	+$227	0.18%	90
2013 Q2	$898K	Buy	+36,153	New	+$927K	0.19%	88

Other funds holding WMT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment House LLC's WMT Position: Q2 2026 in Review

Investment House LLC held its Walmart Inc (WMT) position steady in Q2 2026 at 117,027 shares worth $14.5M. The position accounts for 0.76% of the portfolio, ranked #37.

Investment House LLC first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. 1,953 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Investment House LLC held 117,027 shares of Walmart Inc worth $14.5M as of Q2 2026.
Investment House LLC left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.76% of Investment House LLC's portfolio in Q2 2026, its #37 holding.
Investment House LLC first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
1,953 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.