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Morton Capital Management’s Walmart Inc WMT Stock Holding History

Morton Capital 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 		$249K Buy
2,198
+573
+35% +$71.1K 0.03% 133
2026
Q1 		$202K Buy
+1,625
New +$200K 0.03% 133
2025
Q3 		– Sell
-3,461
Closed -$338K – 138
2025
Q2 		$338K Buy
+3,461
New +$330K 0.06% 87

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Morton Capital Management's WMT Position: Q2 2026 in Review

Morton Capital Management increased its Walmart Inc (WMT) stake by 35% in Q2 2026, buying an estimated $71.1K and bringing the position to 2,198 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #133.

Morton Capital Management first reported a position in WMT in Q2 2025 and has held it in 3 quarters since. The position peaked at $338K in Q2 2025. 1,368 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Morton Capital Management held 2,198 shares of Walmart Inc worth $249K as of Q2 2026.
  • Morton Capital Management bought 573 Walmart Inc shares in Q2 2026, an estimated $71.1K.
  • Walmart Inc made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #133 holding.
  • Morton Capital Management first reported a position in Walmart Inc in Q2 2025 and has held it in 3 quarters since.
  • Morton Capital Management's Walmart Inc position peaked at $338K in Q2 2025.
  • 1,368 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.