Liberty Capital Management’s Walmart Inc WMT Stock Holding History

Liberty Capital 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	$2.5M	Buy	+22,102	New	+$2.74M	0.43%	59
2025 Q4	$2.47M	Sell	22,165 -173	-0.8%	-$18.6K	0.46%	60
2025 Q3	$2.3M	Buy	22,338 +1,110	+5%	+$111K	0.43%	64
2025 Q2	$2.08M	Hold	21,228	–	–	0.42%	63
2025 Q1	$1.86M	Sell	21,228 -144	-0.7%	-$13.5K	0.41%	64
2024 Q4	$1.93M	Hold	21,372	–	–	0.43%	64
2024 Q3	$1.73M	Hold	21,372	–	–	0.38%	68
2024 Q2	$1.45M	Buy	21,372 +408	+2%	+$25.7K	0.34%	74
2024 Q1	$1.26M	Hold	20,964	–	–	0.31%	76
2023 Q4	$1.1M	Hold	20,964	–	–	0.29%	78
2023 Q3	$1.12M	Hold	20,964	–	–	0.33%	76
2023 Q2	$1.1M	Hold	20,964	–	–	0.33%	77
2023 Q1	$1.03M	Hold	20,964	–	–	0.34%	73
2022 Q4	$991K	Hold	20,964	–	–	0.34%	72
2022 Q3	$906K	Hold	20,964	–	–	0.34%	67
2022 Q2	$850K	Sell	20,964 -222	-1%	-$10.2K	0.3%	72
2022 Q1	$1.05M	Buy	21,186 +222	+1%	+$10.4K	0.31%	77
2021 Q4	$1.01M	Hold	20,964	–	–	0.27%	81
2021 Q3	$974K	Hold	20,964	–	–	0.29%	78
2021 Q2	$985K	Hold	20,964	–	–	0.3%	77
2021 Q1	$949K	Hold	20,964	–	–	0.33%	71
2020 Q4	$1.01M	Buy	+20,964	New	+$1.02M	0.36%	70
2020 Q2	$837K	Hold	20,964	–	–	0.36%	63
2020 Q1	$794K	Sell	20,964 -378	-2%	-$14.5K	0.41%	62
2019 Q4	$845K	Hold	21,342	–	–	0.35%	66
2019 Q3	$844K	Hold	21,342	–	–	0.37%	65
2019 Q2	$786K	Hold	21,342	–	–	0.35%	67
2019 Q1	$694K	Hold	21,342	–	–	0.35%	63
2018 Q4	$663K	Hold	21,342	–	–	0.41%	59
2018 Q3	$668K	Hold	21,342	–	–	0.35%	60
2018 Q2	$609K	Buy	21,342 +60	+0.3%	+$1.71K	0.36%	64
2018 Q1	$631K	Hold	21,282	–	–	0.38%	64
2017 Q4	$716K	Hold	21,282	–	–	0.38%	62
2017 Q3	$620K	Buy	21,282 +19,482	+1,082%	+$511K	0.34%	70
2017 Q2	$44K	Sell	1,800 -7,200	-80%	-$183K	0.03%	179
2017 Q1	$216K	Hold	9,000	–	–	0.13%	106
2016 Q4	$204K	Hold	9,000	–	–	0.13%	105
2016 Q3	$215K	Hold	9,000	–	–	0.14%	106
2016 Q2	$219K	Sell	9,000 -1,950	-18%	-$45.1K	0.15%	105
2016 Q1	$250K	Hold	10,950	–	–	0.19%	89
2015 Q4	$224K	Sell	10,950 -264	-2%	-$5.3K	0.17%	88
2015 Q3	$242K	Sell	11,214 -747	-6%	-$17.1K	0.19%	85
2015 Q2	$283K	Sell	11,961 -300	-2%	-$7.65K	0.19%	91
2015 Q1	$336K	Sell	12,261 -297	-2%	-$8.43K	0.22%	86
2014 Q4	$360K	Hold	12,558	–	–	0.25%	80
2014 Q3	$320K	Hold	12,558	–	–	0.23%	84
2014 Q2	$314K	Sell	12,558 -294	-2%	-$7.55K	0.22%	87
2014 Q1	$327K	Hold	12,852	–	–	0.24%	86
2013 Q4	$337K	Hold	12,852	–	–	0.24%	84
2013 Q3	$317K	Buy	12,852 +2,853	+29%	+$71.9K	0.25%	83
2013 Q2	$248K	Buy	+9,999	New	+$256K	0.21%	85

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

Liberty Capital Management's WMT Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Walmart Inc (WMT) in Q2 2026: 22,102 shares worth $2.5M. The stake represents 0.43% of the portfolio and ranks #59 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in WMT as recently as Q4 2025.

Liberty Capital Management first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Liberty Capital Management held 22,102 shares of Walmart Inc worth $2.5M as of Q2 2026.
Walmart Inc was a new Liberty Capital Management position in Q2 2026.
Walmart Inc made up 0.43% of Liberty Capital Management's portfolio in Q2 2026, its #59 holding.
Liberty Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.