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Morningstar Investment Management’s Walmart Inc WMT Stock Holding History

Morningstar Investment 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 		$7.42M Hold
59,711
– – 0.46% 42
2026
Q1 		$7.42M Buy
59,711
+4,919
+9% +$604K 0.46% 42
2025
Q4 		$6.1M Sell
54,792
-115
-0.2% -$12.3K 0.36% 63
2025
Q3 		$5.66M Buy
+54,907
New +$5.47M 0.21% 125

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
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

Morningstar Investment Management's WMT Position: Q2 2026 in Review

Morningstar Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 59,711 shares worth $7.42M. The position accounts for 0.46% of the portfolio, ranked #42.

Morningstar Investment Management first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Morningstar Investment Management held 59,711 shares of Walmart Inc worth $7.42M as of Q2 2026.
  • Morningstar Investment Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.46% of Morningstar Investment Management's portfolio in Q2 2026, its #42 holding.
  • Morningstar Investment Management first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.