Kennedy Investment Group’s Walmart Inc WMT Stock Holding History

Kennedy Investment Group’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	$835K	Sell	7,376 -62	-0.8%	-$7.7K	0.28%	79
2026 Q1	$924K	Sell	7,438 -208	-3%	-$25.5K	0.36%	66
2025 Q4	$852K	Buy	7,646 +155	+2%	+$16.6K	0.32%	70
2025 Q3	$772K	Buy	7,491 +16	+0.2%	+$1.59K	0.31%	74
2025 Q2	$731K	Buy	7,475 +423	+6%	+$40.3K	0.31%	73
2025 Q1	$619K	Buy	7,052 +307	+5%	+$28.8K	0.29%	79
2024 Q4	$609K	Buy	6,745 +160	+2%	+$13.9K	0.28%	79
2024 Q3	$532K	Buy	6,585 +10	+0.2%	+$734	0.24%	81
2024 Q2	$445K	Buy	6,575 +1,098	+20%	+$69.1K	0.23%	85
2024 Q1	$330K	Buy	5,477 +1,580	+41%	+$90.4K	0.18%	96
2023 Q4	$205K	Buy	+3,897	New	+$206K	0.11%	114

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Kennedy Investment Group's WMT Position: Q2 2026 in Review

Kennedy Investment Group reduced its Walmart Inc (WMT) stake by 0.83% in Q2 2026, selling an estimated $7.7K and leaving 7,376 shares worth $835K. The position accounts for 0.28% of the portfolio, ranked #79.

Kennedy Investment Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $924K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Kennedy Investment Group held 7,376 shares of Walmart Inc worth $835K as of Q2 2026.
Kennedy Investment Group sold 62 Walmart Inc shares in Q2 2026, an estimated $7.7K.
Walmart Inc made up 0.28% of Kennedy Investment Group's portfolio in Q2 2026, its #79 holding.
Kennedy Investment Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Kennedy Investment Group's Walmart Inc position peaked at $924K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.