Members Wealth’s Walmart Inc WMT Stock Holding History

Members 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	$242K	Sell	2,137 -1,543	-42%	-$192K	0.13%	108
2026 Q1	$478K	Buy	3,680 +41	+1%	+$5.03K	0.29%	56
2025 Q4	$428K	Sell	3,639 -434	-11%	-$46.6K	0.27%	67
2025 Q3	$415K	Buy	+4,073	New	+$405K	0.26%	61
2025 Q1	$334K	Sell	3,805 -18	-0.5%	-$1.69K	0.25%	75
2024 Q4	$396K	Buy	+3,823	New	+$332K	0.3%	66
2024 Q2	$396K	Buy	+4,084	New	+$257K	0.27%	66

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

Members Wealth's WMT Position: Q2 2026 in Review

Members Wealth reduced its Walmart Inc (WMT) stake by 42% in Q2 2026, selling an estimated $192K and leaving 2,137 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #108.

Members Wealth first reported a position in WMT in Q2 2024 and has held it in 7 quarters since. The position peaked at $478K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Members Wealth held 2,137 shares of Walmart Inc worth $242K as of Q2 2026.
Members Wealth sold 1,543 Walmart Inc shares in Q2 2026, an estimated $192K.
Walmart Inc made up 0.13% of Members Wealth's portfolio in Q2 2026, its #108 holding.
Members Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 7 quarters since.
Members Wealth's Walmart Inc position peaked at $478K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.