KWM
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Kaydan Wealth Management’s Walmart Inc WMT Stock Holding History

Kaydan 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 		$744K Sell
6,569
-207
-3% -$25.7K 0.23% 57
2026
Q1 		$842K Buy
6,776
+56
+0.8% +$6.88K 0.28% 47
2025
Q4 		$749K Sell
6,720
-20
-0.3% -$2.15K 0.22% 51
2025
Q3 		$695K Sell
6,740
-11
-0.2% -$1.09K 0.2% 55
2025
Q2 		$660K Hold
6,751
– – 0.22% 53
2025
Q1 		$593K Hold
6,751
– – 0.19% 54
2024
Q4 		$610K Hold
6,751
– – 0.2% 52
2024
Q3 		$545K Hold
6,751
– – 0.16% 54
2024
Q2 		$457K Buy
6,751
+64
+1% +$4.03K 0.16% 64
2024
Q1 		$402K Hold
6,687
– – 0.14% 69
2023
Q4 		$351K Sell
6,687
-81
-1% -$4.29K 0.14% 71
2023
Q3 		$361K Sell
6,768
-96
-1% -$5.11K 0.14% 69
2023
Q2 		$360K Sell
6,864
-90
-1% -$4.54K 0.15% 67
2023
Q1 		$342K Sell
6,954
-489
-7% -$23.2K 0.14% 69
2022
Q4 		$352K Sell
7,443
-150
-2% -$7.12K 0.14% 66
2022
Q3 		$328K Sell
7,593
-270
-3% -$11.8K 0.18% 63
2022
Q2 		$319K Sell
7,863
-12
-0.2% -$553 0.18% 70
2022
Q1 		$391K Buy
7,875
+141
+2% +$6.62K 0.17% 73
2021
Q4 		$373K Buy
+7,734
New +$369K 0.14% 77

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Kaydan Wealth Management's WMT Position: Q2 2026 in Review

Kaydan Wealth Management reduced its Walmart Inc (WMT) stake by 3.1% in Q2 2026, selling an estimated $25.7K and leaving 6,569 shares worth $744K. The position accounts for 0.23% of the portfolio, ranked #57.

Kaydan Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $842K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kaydan Wealth Management held 6,569 shares of Walmart Inc worth $744K as of Q2 2026.
  • Kaydan Wealth Management sold 207 Walmart Inc shares in Q2 2026, an estimated $25.7K.
  • Walmart Inc made up 0.23% of Kaydan Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Kaydan Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Kaydan Wealth Management's Walmart Inc position peaked at $842K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.