LongView Wealth Management’s Walmart Inc WMT Stock Holding History

LongView 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	$1.79M	Buy	15,792 +10	+0.1%	+$1.24K	0.46%	51
2026 Q1	$1.97M	Sell	15,782 -4,447	-22%	-$546K	0.5%	50
2025 Q4	$2.39M	Buy	20,229 +42	+0.2%	+$4.51K	0.58%	50
2025 Q3	$2.08M	Sell	20,187 -50	-0.2%	-$4.98K	0.56%	47
2025 Q2	$1.98M	Sell	20,237 -1,189	-6%	-$113K	0.6%	46
2025 Q1	$1.88M	Buy	21,426 +225	+1%	+$21.1K	0.56%	43
2024 Q4	$1.92M	Sell	21,201 -140	-0.7%	-$12.1K	0.58%	39
2024 Q3	$1.72M	Buy	21,341 +977	+5%	+$71.8K	0.55%	41
2024 Q2	$1.38M	Buy	20,364 +4,882	+32%	+$307K	0.51%	46
2024 Q1	$932K	Buy	15,482 +344	+2%	+$19.7K	0.37%	58
2023 Q4	$804K	Buy	+15,138	New	+$801K	0.36%	64

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

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

LongView Wealth Management increased its Walmart Inc (WMT) stake by 0.06% in Q2 2026, buying an estimated $1.24K and bringing the position to 15,792 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #51.

LongView Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 2,211 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

LongView Wealth Management held 15,792 shares of Walmart Inc worth $1.79M as of Q2 2026.
LongView Wealth Management bought 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
Walmart Inc made up 0.46% of LongView Wealth Management's portfolio in Q2 2026, its #51 holding.
LongView Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Walmart Inc position peaked at $2.39M in Q4 2025.
2,211 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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