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Kaufman Rossin Wealth’s Walmart Inc WMT Stock Holding History

Kaufman Rossin Wealth’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 		$221K Sell
1,967
-357
-15% -$44.3K 0.1% 97
2026
Q1 		$289K Sell
2,324
-542
-19% -$66.5K 0.17% 73
2025
Q4 		$319K Sell
2,866
-987
-26% -$106K 0.17% 95
2025
Q3 		$397K Buy
+3,853
New +$384K 0.22% 64

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

Kaufman Rossin Wealth's WMT Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Walmart Inc (WMT) stake by 15% in Q2 2026, selling an estimated $44.3K and leaving 1,967 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #97.

Kaufman Rossin Wealth first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $397K in Q3 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kaufman Rossin Wealth held 1,967 shares of Walmart Inc worth $221K as of Q2 2026.
  • Kaufman Rossin Wealth sold 357 Walmart Inc shares in Q2 2026, an estimated $44.3K.
  • Walmart Inc made up 0.1% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #97 holding.
  • Kaufman Rossin Wealth first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Kaufman Rossin Wealth's Walmart Inc position peaked at $397K in Q3 2025.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.