Johnson & White Wealth Management’s Walmart Inc WMT Stock Holding History

Johnson & White 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	$414K	Buy	3,656 +20	+0.6%	+$2.48K	0.15%	86
2026 Q1	$452K	Sell	3,636 -1,947	-35%	-$239K	0.19%	79
2025 Q4	$622K	Sell	5,583 -10	-0.2%	-$1.07K	0.27%	69
2025 Q3	$576K	Buy	5,593 +1	+0%	+$100	0.26%	67
2025 Q2	$547K	Buy	5,592 +18	+0.3%	+$1.72K	0.28%	64
2025 Q1	$489K	Sell	5,574 -14	-0.3%	-$1.31K	0.27%	65
2024 Q4	$503K	Buy	+5,588	New	+$485K	0.3%	62
2024 Q2	–	Sell	-3,709	Closed	-$223K	–	89
2024 Q1	$223K	Buy	+3,709	New	+$212K	0.16%	80

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Johnson & White Wealth Management's WMT Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Walmart Inc (WMT) stake by 0.55% in Q2 2026, buying an estimated $2.48K and bringing the position to 3,656 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #86.

Johnson & White Wealth Management first reported a position in WMT in Q1 2024 and has held it in 8 quarters since. The position peaked at $622K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Johnson & White Wealth Management held 3,656 shares of Walmart Inc worth $414K as of Q2 2026.
Johnson & White Wealth Management bought 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
Walmart Inc made up 0.15% of Johnson & White Wealth Management's portfolio in Q2 2026, its #86 holding.
Johnson & White Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 8 quarters since.
Johnson & White Wealth Management's Walmart Inc position peaked at $622K in Q4 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.