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M.E. Allison & Co’s Walmart Inc WMT Stock Holding History

M.E. Allison & Co’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 		$540K Buy
4,766
+1
+0% +$124 0.31% 88
2026
Q1 		$592K Hold
4,765
– – 0.39% 69
2025
Q4 		$531K Sell
4,765
-5
-0.1% -$537 0.36% 75
2025
Q3 		$492K Sell
4,770
-37
-0.8% -$3.68K 0.34% 75
2025
Q2 		$470K Sell
4,807
-999
-17% -$95.2K 0.38% 66
2025
Q1 		$510K Buy
5,806
+388
+7% +$36.4K 0.5% 60
2024
Q4 		$490K Buy
+5,418
New +$470K 0.54% 52

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

M.E. Allison & Co's WMT Position: Q2 2026 in Review

M.E. Allison & Co increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 4,766 shares worth $540K. The position accounts for 0.31% of the portfolio, ranked #88.

M.E. Allison & Co first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $592K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • M.E. Allison & Co held 4,766 shares of Walmart Inc worth $540K as of Q2 2026.
  • M.E. Allison & Co bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.31% of M.E. Allison & Co's portfolio in Q2 2026, its #88 holding.
  • M.E. Allison & Co first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • M.E. Allison & Co's Walmart Inc position peaked at $592K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.