Kerntke Otto McGlone Wealth Management Group’s Walmart Inc WMT Stock Holding History

Kerntke Otto McGlone Wealth Management 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	$626K	Sell	5,527 -115	-2%	-$14.3K	0.38%	48
2026 Q1	$701K	Sell	5,642 -82	-1%	-$10.1K	0.48%	42
2025 Q4	$638K	Sell	5,724 -98	-2%	-$10.5K	0.45%	40
2025 Q3	$600K	Sell	5,822 -434	-7%	-$43.2K	0.45%	41
2025 Q2	$612K	Sell	6,256 -329	-5%	-$31.3K	0.48%	39
2025 Q1	$578K	Buy	6,585 +197	+3%	+$18.5K	0.5%	36
2024 Q4	$577K	Sell	6,388 -1,098	-15%	-$95.3K	0.43%	34
2024 Q3	$605K	Sell	7,486 -1,640	-18%	-$120K	0.5%	34
2024 Q2	$618K	Sell	9,126 -61	-0.7%	-$3.84K	0.58%	29
2024 Q1	$553K	Sell	9,187 -65	-0.7%	-$3.72K	0.54%	32
2023 Q4	$486K	Buy	9,252 +75	+0.8%	+$3.97K	0.49%	35
2023 Q3	$489K	Sell	9,177 -66	-0.7%	-$3.51K	0.5%	33
2023 Q2	$484K	Buy	9,243 +210	+2%	+$10.6K	0.47%	37
2023 Q1	$444K	Buy	9,033 +450	+5%	+$21.4K	0.46%	39
2022 Q4	$406K	Buy	8,583 +900	+12%	+$42.7K	0.47%	36
2022 Q3	$332K	Buy	7,683 +126	+2%	+$5.52K	0.5%	37
2022 Q2	$306K	Sell	7,557 -168	-2%	-$7.75K	0.46%	40
2022 Q1	$383K	Sell	7,725 -84	-1%	-$3.94K	0.88%	22
2021 Q4	$377K	Sell	7,809 -318	-4%	-$15.2K	0.46%	41
2021 Q3	$378K	Sell	8,127 -6,894	-46%	-$332K	1.13%	23
2021 Q2	$706K	Buy	15,021 +828	+6%	+$38.6K	0.28%	61
2021 Q1	$643K	Buy	14,193 +1,410	+11%	+$65.3K	0.34%	57
2020 Q4	$614K	Buy	12,783 +816	+7%	+$39.6K	0.36%	60
2020 Q3	$558K	Buy	11,967 +54	+0.5%	+$2.4K	0.41%	58
2020 Q2	$476K	Buy	11,913 +390	+3%	+$16K	0.43%	55
2020 Q1	$436K	Buy	11,523 +1,782	+18%	+$68.5K	0.49%	51
2019 Q4	$386K	Buy	+9,741	New	+$387K	0.33%	64

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CNB

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

Kerntke Otto McGlone Wealth Management Group's WMT Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Walmart Inc (WMT) stake by 2% in Q2 2026, selling an estimated $14.3K and leaving 5,527 shares worth $626K. The position accounts for 0.38% of the portfolio, ranked #48.

Kerntke Otto McGlone Wealth Management Group first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $706K in Q2 2021. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 5,527 shares of Walmart Inc worth $626K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 115 Walmart Inc shares in Q2 2026, an estimated $14.3K.
Walmart Inc made up 0.38% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #48 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
Kerntke Otto McGlone Wealth Management Group's Walmart Inc position peaked at $706K in Q2 2021.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.