JF
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Joule Financial’s Walmart Inc WMT Stock Holding History

Joule Financial’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 		– Sell
-1,853
Closed -$230K – 121
2026
Q1 		$230K Sell
1,853
-64
-3% -$7.86K 0.07% 108
2025
Q4 		$214K Sell
1,917
-264
-12% -$28.3K 0.06% 106
2025
Q3 		$225K Sell
2,181
-33
-1% -$3.29K 0.07% 106
2025
Q2 		$216K Sell
2,214
-130
-6% -$12.4K 0.07% 103
2025
Q1 		$206K Sell
2,344
-10
-0.4% -$938 0.07% 100
2024
Q4 		$213K Buy
+2,354
New +$204K 0.08% 102

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

Joule Financial's WMT Position: Q2 2026 in Review

Joule Financial sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,853 shares — an estimated $230K sold.

Joule Financial first reported a position in WMT in Q4 2024 and held it in 6 quarters. The position peaked at $230K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Joule Financial reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Joule Financial sold 1,853 Walmart Inc shares in Q2 2026, an estimated $230K.
  • Joule Financial first reported a position in Walmart Inc in Q4 2024 and held it in 6 quarters.
  • Joule Financial's Walmart Inc position peaked at $230K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.