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Nikulski Financial’s Walmart Inc WMT Stock Holding History

Nikulski Financial’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 		$3.8M Sell
33,530
-41
-0.1% -$5.09K 0.82% 37
2026
Q1 		$4.17M Sell
33,571
-2,695
-7% -$331K 1.03% 30
2025
Q4 		$4.04M Buy
36,266
+1,533
+4% +$165K 0.97% 29
2025
Q3 		$3.58M Buy
34,733
+225
+0.7% +$22.4K 0.9% 33
2025
Q2 		$3.37M Buy
34,508
+484
+1% +$46.1K 0.92% 33
2025
Q1 		$2.99M Sell
34,024
-363
-1% -$34.1K 0.9% 36
2024
Q4 		$3.11M Buy
34,387
+585
+2% +$50.8K 0.91% 37
2024
Q3 		$2.73M Buy
33,802
+1,620
+5% +$119K 0.82% 39
2024
Q2 		$2.18M Buy
32,182
+1,960
+6% +$123K 0.69% 43
2024
Q1 		$1.82M Buy
30,222
+2,175
+8% +$124K 0.6% 46
2023
Q4 		$1.47M Buy
28,047
+3,939
+16% +$208K 0.54% 45
2023
Q3 		$1.29M Buy
24,108
+3,792
+19% +$202K 0.53% 46
2023
Q2 		$1.06M Buy
20,316
+765
+4% +$38.6K 0.44% 58
2023
Q1 		$961K Buy
19,551
+3,477
+22% +$165K 0.42% 57
2022
Q4 		$760K Buy
16,074
+4,065
+34% +$193K 0.36% 62
2022
Q3 		$519K Hold
12,009
– – 0.27% 81
2022
Q2 		$487K Sell
12,009
-360
-3% -$16.6K 0.24% 89
2022
Q1 		$614K Buy
12,369
+2,745
+29% +$129K 0.26% 82
2021
Q4 		$464K Buy
9,624
+1,425
+17% +$68K 0.19% 87
2021
Q3 		$381K Buy
8,199
+1,560
+23% +$75.2K 0.18% 92
2021
Q2 		$312K Buy
6,639
+393
+6% +$18.3K 0.15% 106
2021
Q1 		$283K Buy
6,246
+282
+5% +$13.1K 0.15% 106
2020
Q4 		$287K Buy
5,964
+1,587
+36% +$77.1K 0.16% 100
2020
Q3 		$204K Buy
+4,377
New +$195K 0.13% 103

Other funds holding WMT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nikulski Financial's WMT Position: Q2 2026 in Review

Nikulski Financial reduced its Walmart Inc (WMT) stake by 0.12% in Q2 2026, selling an estimated $5.09K and leaving 33,530 shares worth $3.8M. The position accounts for 0.82% of the portfolio, ranked #37.

Nikulski Financial first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.17M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Nikulski Financial held 33,530 shares of Walmart Inc worth $3.8M as of Q2 2026.
  • Nikulski Financial sold 41 Walmart Inc shares in Q2 2026, an estimated $5.09K.
  • Walmart Inc made up 0.82% of Nikulski Financial's portfolio in Q2 2026, its #37 holding.
  • Nikulski Financial first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • Nikulski Financial's Walmart Inc position peaked at $4.17M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.