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McGlone Suttner Wealth Management’s Walmart Inc WMT Stock Holding History

McGlone Suttner 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 		$2.82M Buy
24,877
+1,735
+7% +$215K 0.33% 34
2026
Q1 		$2.88M Buy
23,142
+656
+3% +$80.5K 0.38% 28
2025
Q4 		$2.51M Buy
22,486
+169
+0.8% +$18.1K 0.34% 30
2025
Q3 		$2.3M Buy
22,317
+254
+1% +$25.3K 0.32% 32
2025
Q2 		$2.16M Buy
22,063
+937
+4% +$89.3K 0.33% 31
2025
Q1 		$1.85M Buy
21,126
+2,033
+11% +$191K 0.3% 35
2024
Q4 		$1.73M Buy
19,093
+1,150
+6% +$99.8K 0.29% 37
2024
Q3 		$1.45M Buy
17,943
+11,872
+196% +$872K 0.3% 41
2024
Q2 		$957K Sell
6,071
-12,409
-67% -$781K 0.2% 55
2024
Q1 		$1.11M Buy
18,480
+267
+1% +$15.3K 0.21% 56
2023
Q4 		$957K Sell
18,213
-2,772
-13% -$147K 0.19% 55
2023
Q3 		$1.12M Buy
20,985
+537
+3% +$28.6K 0.26% 44
2023
Q2 		$1.07M Buy
20,448
+1,191
+6% +$60.1K 0.24% 47
2023
Q1 		$947K Buy
19,257
+912
+5% +$43.3K 0.24% 44
2022
Q4 		$867K Buy
+18,345
New +$871K 0.28% 49

Other funds holding WMT

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
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
Asset Management One
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

McGlone Suttner Wealth Management's WMT Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Walmart Inc (WMT) stake by 7.5% in Q2 2026, buying an estimated $215K and bringing the position to 24,877 shares worth $2.82M. The position accounts for 0.33% of the portfolio, ranked #34.

McGlone Suttner Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.88M in Q1 2026. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McGlone Suttner Wealth Management held 24,877 shares of Walmart Inc worth $2.82M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 1,735 Walmart Inc shares in Q2 2026, an estimated $215K.
  • Walmart Inc made up 0.33% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #34 holding.
  • McGlone Suttner Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Walmart Inc position peaked at $2.88M in Q1 2026.
  • 1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.