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Navigation Wealth Management’s Walmart Inc WMT Stock Holding History

Navigation Wealth 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 		$214K Buy
1,892
+21
+1% +$2.61K 0.3% 31
2026
Q1 		$233K Buy
1,871
+51
+3% +$6.26K 0.84% 31
2025
Q4 		$203K Buy
+1,820
New +$195K 0.3% 31
2022
Q1 		– Sell
-1,434
Closed -$69K – 74
2021
Q4 		$69K Buy
+1,434
New +$68.5K 0.06% 16

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Navigation Wealth Management's WMT Position: Q2 2026 in Review

Navigation Wealth Management increased its Walmart Inc (WMT) stake by 1.1% in Q2 2026, buying an estimated $2.61K and bringing the position to 1,892 shares worth $214K. The position accounts for 0.3% of the portfolio, ranked #31.

Navigation Wealth Management first reported a position in WMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $233K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Navigation Wealth Management held 1,892 shares of Walmart Inc worth $214K as of Q2 2026.
  • Navigation Wealth Management bought 21 Walmart Inc shares in Q2 2026, an estimated $2.61K.
  • Walmart Inc made up 0.3% of Navigation Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Navigation Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 4 quarters since.
  • Navigation Wealth Management's Walmart Inc position peaked at $233K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.