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Milestone Asset Management’s Walmart Inc WMT Stock Holding History

Milestone Asset 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 		$1.49M Buy
13,154
+587
+5% +$72.9K 0.23% 99
2026
Q1 		$1.56M Sell
12,567
-49,023
-80% -$6.02M 0.29% 85
2025
Q4 		$6.86M Buy
61,590
+49,214
+398% +$5.28M 1.29% 19
2025
Q3 		$1.28M Sell
12,376
-2,820
-19% -$281K 0.24% 72
2025
Q2 		$1.49M Sell
15,196
-39,463
-72% -$3.76M 0.31% 62
2025
Q1 		$4.8M Buy
54,659
+33,370
+157% +$3.13M 1.02% 19
2024
Q4 		$1.92M Buy
21,289
+9,491
+80% +$824K 0.42% 63
2024
Q3 		$953K Buy
11,798
+950
+9% +$69.8K 0.21% 95
2024
Q2 		$735K Buy
10,848
+1,383
+15% +$87.1K 0.18% 106
2024
Q1 		$570K Buy
+9,465
New +$542K 0.16% 100

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

Milestone Asset Management's WMT Position: Q2 2026 in Review

Milestone Asset Management increased its Walmart Inc (WMT) stake by 4.7% in Q2 2026, buying an estimated $72.9K and bringing the position to 13,154 shares worth $1.49M. The position accounts for 0.23% of the portfolio, ranked #99.

Milestone Asset Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.86M in Q4 2025. 2,211 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Milestone Asset Management held 13,154 shares of Walmart Inc worth $1.49M as of Q2 2026.
  • Milestone Asset Management bought 587 Walmart Inc shares in Q2 2026, an estimated $72.9K.
  • Walmart Inc made up 0.23% of Milestone Asset Management's portfolio in Q2 2026, its #99 holding.
  • Milestone Asset Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Milestone Asset Management's Walmart Inc position peaked at $6.86M in Q4 2025.
  • 2,211 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.