Maia Wealth’s Walmart Inc WMT Stock Holding History

Maia 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	$769K	Buy	6,791 +178	+3%	+$22.1K	0.11%	171
2026 Q1	$822K	Buy	6,613 +11	+0.2%	+$1.35K	0.14%	161
2025 Q4	$882K	Sell	6,602 -1,034	-14%	-$111K	0.15%	153
2025 Q3	$782K	Sell	7,636 -563	-7%	-$56K	0.13%	168
2025 Q2	$802K	Buy	8,199 +178	+2%	+$17K	0.15%	149
2025 Q1	$760K	Buy	8,021 +600	+8%	+$56.3K	0.17%	132
2024 Q4	$723K	Buy	7,421 +448	+6%	+$38.9K	0.16%	127
2024 Q3	$579K	Sell	6,973 -351	-5%	-$25.8K	0.14%	134
2024 Q2	$510K	Buy	+7,324	New	+$461K	0.15%	118
2023 Q4	$226K	Buy	+4,299	New	+$227K	0.09%	173

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Maia Wealth's WMT Position: Q2 2026 in Review

Maia Wealth increased its Walmart Inc (WMT) stake by 2.7% in Q2 2026, buying an estimated $22.1K and bringing the position to 6,791 shares worth $769K. The position accounts for 0.11% of the portfolio, ranked #171.

Maia Wealth first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $882K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Maia Wealth held 6,791 shares of Walmart Inc worth $769K as of Q2 2026.
Maia Wealth bought 178 Walmart Inc shares in Q2 2026, an estimated $22.1K.
Walmart Inc made up 0.11% of Maia Wealth's portfolio in Q2 2026, its #171 holding.
Maia Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Walmart Inc position peaked at $882K in Q4 2025.
1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.