National Wealth Management Group’s Walmart Inc WMT Stock Holding History

National Wealth Management Group’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	$955K	Sell	8,428 -390	-4%	-$48.4K	0.3%	82
2026 Q1	$1.1M	Buy	8,818 +17	+0.2%	+$2.09K	0.41%	56
2025 Q4	$980K	Sell	8,801 -2,123	-19%	-$228K	0.34%	68
2025 Q3	$1.13M	Buy	+10,924	New	+$1.09M	0.42%	44
2022 Q2	–	Sell	-19,932	Closed	-$989K	–	139
2022 Q1	$989K	Buy	19,932 +3,126	+19%	+$147K	0.95%	29
2021 Q4	$811K	Buy	+16,806	New	+$802K	0.76%	43

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

National Wealth Management Group's WMT Position: Q2 2026 in Review

National Wealth Management Group reduced its Walmart Inc (WMT) stake by 4.4% in Q2 2026, selling an estimated $48.4K and leaving 8,428 shares worth $955K. The position accounts for 0.3% of the portfolio, ranked #82.

National Wealth Management Group first reported a position in WMT in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2025. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

National Wealth Management Group held 8,428 shares of Walmart Inc worth $955K as of Q2 2026.
National Wealth Management Group sold 390 Walmart Inc shares in Q2 2026, an estimated $48.4K.
Walmart Inc made up 0.3% of National Wealth Management Group's portfolio in Q2 2026, its #82 holding.
National Wealth Management Group first reported a position in Walmart Inc in Q4 2021 and has held it in 6 quarters since.
National Wealth Management Group's Walmart Inc position peaked at $1.13M in Q3 2025.
1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.