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JVL Associates’s Walmart Inc WMT Stock Holding History

JVL Associates’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 		$249K Sell
2,200
-36
-2% -$4.47K 0.07% 68
2026
Q1 		$278K Buy
2,236
+187
+9% +$23K 0.09% 53
2025
Q4 		$228K Sell
2,049
-10
-0.5% -$1.07K 0.07% 60
2025
Q3 		$212K Sell
2,059
-5
-0.2% -$498 0.07% 63
2025
Q2 		$202K Buy
+2,064
New +$197K 0.07% 65

Other funds holding WMT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JVL Associates's WMT Position: Q2 2026 in Review

JVL Associates reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $4.47K and leaving 2,200 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #68.

JVL Associates first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $278K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • JVL Associates held 2,200 shares of Walmart Inc worth $249K as of Q2 2026.
  • JVL Associates sold 36 Walmart Inc shares in Q2 2026, an estimated $4.47K.
  • Walmart Inc made up 0.07% of JVL Associates's portfolio in Q2 2026, its #68 holding.
  • JVL Associates first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • JVL Associates's Walmart Inc position peaked at $278K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.