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Next Level Private’s Walmart Inc WMT Stock Holding History

Next Level Private’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 		$566K Sell
4,996
-45
-0.9% -$5.59K 0.11% 109
2026
Q1 		$627K Buy
5,041
+1,167
+30% +$143K 0.14% 95
2025
Q4 		$432K Buy
3,874
+285
+8% +$30.6K 0.11% 111
2025
Q3 		$369K Buy
3,589
+107
+3% +$10.7K 0.11% 115
2025
Q2 		$340K Buy
3,482
+25
+0.7% +$2.38K 0.11% 112
2025
Q1 		$303K Buy
3,457
+533
+18% +$50K 0.11% 113
2024
Q4 		$264K Buy
2,924
+147
+5% +$12.8K 0.11% 116
2024
Q3 		$224K Buy
+2,777
New +$204K 0.09% 127

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

Next Level Private's WMT Position: Q2 2026 in Review

Next Level Private reduced its Walmart Inc (WMT) stake by 0.89% in Q2 2026, selling an estimated $5.59K and leaving 4,996 shares worth $566K. The position accounts for 0.11% of the portfolio, ranked #109.

Next Level Private first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $627K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Next Level Private held 4,996 shares of Walmart Inc worth $566K as of Q2 2026.
  • Next Level Private sold 45 Walmart Inc shares in Q2 2026, an estimated $5.59K.
  • Walmart Inc made up 0.11% of Next Level Private's portfolio in Q2 2026, its #109 holding.
  • Next Level Private first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Next Level Private's Walmart Inc position peaked at $627K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.