KW
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KWB Wealth’s Walmart Inc WMT Stock Holding History

KWB 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 		$1.86M Sell
16,395
-301
-2% -$37.4K 0.16% 70
2026
Q1 		$1.86M Sell
16,696
-2,216
-12% -$272K 0.18% 60
2025
Q4 		$2.11M Sell
18,912
-699
-4% -$75.1K 0.2% 58
2025
Q3 		$1.92M Sell
19,611
-96
-0.5% -$9.56K 0.21% 60
2025
Q2 		$1.73M Sell
19,707
-410
-2% -$39.1K 0.21% 62
2025
Q1 		$1.82M Hold
20,117
– – 0.22% 60
2024
Q4 		$1.62M Buy
20,117
+3,206
+19% +$278K 0.2% 51
2024
Q3 		$1.15M Sell
16,911
-3,701
-18% -$272K 0.15% 57
2024
Q2 		$1.24M Sell
20,612
-273
-1% -$17.2K 0.17% 52
2024
Q1 		$1.26M Sell
20,885
-1,408
-6% -$80.6K 0.17% 52
2023
Q4 		$1.17M Buy
22,293
+12,726
+133% +$673K 0.17% 52
2023
Q3 		$501K Sell
9,567
-825
-8% -$43.9K 0.08% 72
2023
Q2 		$544K Buy
10,392
+408
+4% +$20.6K 0.09% 69
2023
Q1 		$472K Buy
9,984
+255
+3% +$12.1K 0.09% 75
2022
Q4 		$460K Buy
9,729
+309
+3% +$14.7K 0.09% 68
2022
Q3 		$407K Sell
9,420
-1,092
-10% -$47.8K 0.08% 68
2022
Q2 		$426K Buy
10,512
+444
+4% +$20.5K 0.08% 67
2022
Q1 		$486K Hold
10,068
– – 0.08% 56
2021
Q4 		$486K Sell
10,068
-1,098
-10% -$52.4K 0.08% 56
2021
Q3 		$519K Buy
11,166
+204
+2% +$9.83K 0.09% 54
2021
Q2 		$496K Hold
10,962
– – 0.1% 51
2021
Q1 		$496K Buy
10,962
+2,724
+33% +$126K 0.09% 51
2020
Q4 		$396K Buy
+8,238
New +$400K 0.08% 54

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

KWB Wealth's WMT Position: Q2 2026 in Review

KWB Wealth reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $37.4K and leaving 16,395 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #70.

KWB Wealth first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.11M in Q4 2025. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • KWB Wealth held 16,395 shares of Walmart Inc worth $1.86M as of Q2 2026.
  • KWB Wealth sold 301 Walmart Inc shares in Q2 2026, an estimated $37.4K.
  • Walmart Inc made up 0.16% of KWB Wealth's portfolio in Q2 2026, its #70 holding.
  • KWB Wealth first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Walmart Inc position peaked at $2.11M in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.