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Jamison Private Wealth Management’s Walmart Inc WMT Stock Holding History

Jamison Private 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 		$8.9M Buy
78,581
+4,373
+6% +$543K 0.9% 38
2026
Q1 		$9.22M Buy
74,208
+1,172
+2% +$144K 1.12% 33
2025
Q4 		$8.14M Buy
73,036
+419
+0.6% +$45K 0.99% 35
2025
Q3 		$7.48M Buy
72,617
+2,377
+3% +$237K 0.95% 36
2025
Q2 		$6.87M Buy
70,240
+294
+0.4% +$28K 0.99% 37
2025
Q1 		$6.14M Sell
69,946
-496
-0.7% -$46.5K 0.94% 37
2024
Q4 		$6.36M Buy
70,442
+873
+1% +$75.8K 0.94% 36
2024
Q3 		$5.62M Buy
69,569
+4,296
+7% +$316K 0.86% 39
2024
Q2 		$4.42M Sell
65,273
-475
-0.7% -$29.9K 0.73% 42
2024
Q1 		$3.96M Buy
65,748
+576
+0.9% +$33K 0.67% 48
2023
Q4 		$3.42M Buy
65,172
+918
+1% +$48.6K 0.64% 49
2023
Q3 		$3.43M Buy
+64,254
New +$3.42M 0.71% 48

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Jamison Private Wealth Management's WMT Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Walmart Inc (WMT) stake by 5.9% in Q2 2026, buying an estimated $543K and bringing the position to 78,581 shares worth $8.9M. The position accounts for 0.9% of the portfolio, ranked #38.

Jamison Private Wealth Management first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.22M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Jamison Private Wealth Management held 78,581 shares of Walmart Inc worth $8.9M as of Q2 2026.
  • Jamison Private Wealth Management bought 4,373 Walmart Inc shares in Q2 2026, an estimated $543K.
  • Walmart Inc made up 0.9% of Jamison Private Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Jamison Private Wealth Management first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Walmart Inc position peaked at $9.22M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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