Juncture Wealth Strategies’s Walmart Inc WMT Stock Holding History

Juncture Wealth Strategies’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	$264K	Sell	2,335 -225	-9%	-$27.9K	0.07%	160
2026 Q1	$318K	Sell	2,560 -27	-1%	-$3.31K	0.11%	105
2025 Q4	$288K	Sell	2,587 -140	-5%	-$15K	0.09%	107
2025 Q3	$281K	Buy	2,727 +4	+0.1%	+$398	0.09%	107
2025 Q2	$266K	Hold	2,723	–	–	0.09%	106
2025 Q1	$239K	Sell	2,723 -6	-0.2%	-$563	0.09%	114
2024 Q4	$247K	Sell	2,729 -732	-21%	-$63.5K	0.09%	116
2024 Q3	$279K	Buy	3,461 +32	+0.9%	+$2.35K	0.11%	107
2024 Q2	$232K	Sell	3,429 -342	-9%	-$21.5K	0.1%	100
2024 Q1	$227K	Buy	+3,771	New	+$216K	0.1%	105
2023 Q4	–	Sell	-3,771	Closed	-$201K	–	121
2023 Q3	$201K	Buy	+3,771	New	+$201K	0.1%	111
2023 Q2	–	Sell	-6,867	Closed	-$338K	–	122
2023 Q1	$338K	Sell	6,867 -348	-5%	-$16.5K	0.17%	95
2022 Q4	$341K	Buy	+7,215	New	+$343K	0.16%	89

Other funds holding WMT

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Juncture Wealth Strategies's WMT Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Walmart Inc (WMT) stake by 8.8% in Q2 2026, selling an estimated $27.9K and leaving 2,335 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #160.

Juncture Wealth Strategies first reported a position in WMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $341K in Q4 2022. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Juncture Wealth Strategies held 2,335 shares of Walmart Inc worth $264K as of Q2 2026.
Juncture Wealth Strategies sold 225 Walmart Inc shares in Q2 2026, an estimated $27.9K.
Walmart Inc made up 0.07% of Juncture Wealth Strategies's portfolio in Q2 2026, its #160 holding.
Juncture Wealth Strategies first reported a position in Walmart Inc in Q4 2022 and has held it in 13 quarters since.
Juncture Wealth Strategies's Walmart Inc position peaked at $341K in Q4 2022.
1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.