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Matthew Hamilton Rosenberg’s Walmart Inc WMT Stock Holding History

Matthew Hamilton Rosenberg’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 		$1.26M Buy
11,103
+160
+1% +$19.9K 0.23% 49
2026
Q1 		$1.36M Sell
10,943
-51
-0.5% -$6.26K 0.28% 44
2025
Q4 		$1.22M Buy
10,994
+282
+3% +$30.3K 0.25% 44
2025
Q3 		$1.1M Buy
10,712
+131
+1% +$13K 0.24% 43
2025
Q2 		$1.03M Buy
10,581
+34
+0.3% +$3.24K 0.24% 42
2025
Q1 		$926K Buy
10,547
+56
+0.5% +$5.25K 0.23% 46
2024
Q4 		$948K Buy
10,491
+63
+0.6% +$5.47K 0.25% 45
2024
Q3 		$842K Buy
10,428
+429
+4% +$31.5K 0.22% 49
2024
Q2 		$675K Sell
9,999
-378
-4% -$23.8K 0.2% 55
2024
Q1 		$623K Buy
10,377
+177
+2% +$10.1K 0.18% 60
2023
Q4 		$536K Buy
10,200
+57
+0.6% +$3.02K 0.16% 64
2023
Q3 		$541K Buy
10,143
+90
+0.9% +$4.79K 0.18% 60
2023
Q2 		$527K Sell
10,053
-300
-3% -$15.1K 0.18% 61
2023
Q1 		$509K Sell
10,353
-495
-5% -$23.5K 0.16% 69
2022
Q4 		$513K Hold
10,848
– – 0.17% 66
2022
Q3 		$469K Buy
10,848
+912
+9% +$40K 0.18% 69
2022
Q2 		$406K Buy
9,936
+372
+4% +$17.2K 0.15% 83
2022
Q1 		$475K Buy
9,564
+888
+10% +$41.7K 0.17% 77
2021
Q4 		$418K Sell
8,676
-1,119
-11% -$53.4K 0.15% 87
2021
Q3 		$455K Buy
9,795
+873
+10% +$42.1K 0.18% 66
2021
Q2 		$419K Sell
8,922
-135
-1% -$6.29K 0.22% 51
2021
Q1 		$410K Buy
9,057
+165
+2% +$7.64K 0.23% 48
2020
Q4 		$427K Buy
8,892
+435
+5% +$21.1K 0.27% 43
2020
Q3 		$394K Buy
8,457
+1,350
+19% +$60K 0.29% 43
2020
Q2 		$284K Buy
7,107
+312
+5% +$12.8K 0.23% 52
2020
Q1 		$258K Buy
+6,795
New +$261K 0.26% 44

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Matthew Hamilton Rosenberg's WMT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Walmart Inc (WMT) stake by 1.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 11,103 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #49.

Matthew Hamilton Rosenberg first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.36M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Matthew Hamilton Rosenberg held 11,103 shares of Walmart Inc worth $1.26M as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 160 Walmart Inc shares in Q2 2026, an estimated $19.9K.
  • Walmart Inc made up 0.23% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #49 holding.
  • Matthew Hamilton Rosenberg first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Walmart Inc position peaked at $1.36M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.