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Nova R Wealth’s Walmart Inc WMT Stock Holding History

Nova R Wealth’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 		$2.35M Buy
20,721
+80
+0.4% +$9.93K 0.68% 31
2026
Q1 		$2.57M Buy
20,641
+127
+0.6% +$15.6K 0.82% 25
2025
Q4 		$2.29M Buy
20,514
+16,360
+394% +$1.76M 0.83% 27
2025
Q3 		$428K Sell
4,154
-17,786
-81% -$1.77M 0.18% 57
2025
Q2 		$2.15M Buy
21,940
+76
+0.3% +$7.24K 1% 23
2025
Q1 		$1.92M Buy
21,864
+288
+1% +$27K 0.95% 22
2024
Q4 		$1.95M Buy
21,576
+4
+0% +$347 0.98% 22
2024
Q3 		$1.74M Buy
21,572
+5,992
+38% +$440K 0.86% 25
2024
Q2 		$1.05M Buy
15,580
+10
+0.1% +$630 0.54% 38
2024
Q1 		$937K Buy
15,570
+6
+0% +$343 0.49% 40
2023
Q4 		$818K Buy
15,564
+300
+2% +$15.9K 0.52% 37
2023
Q3 		$814K Hold
15,264
– – 0.56% 35
2023
Q2 		$800K Hold
15,264
– – 0.54% 34
2023
Q1 		$750K Sell
15,264
-450
-3% -$21.4K 0.51% 34
2022
Q4 		$743K Hold
15,714
– – 0.54% 35
2022
Q3 		$679K Hold
15,714
– – 0.55% 36
2022
Q2 		$637K Sell
15,714
-597
-4% -$27.5K 0.52% 36
2022
Q1 		$810K Hold
16,311
– – 0.69% 27
2021
Q4 		$787K Buy
+16,311
New +$779K 0.64% 30

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

Nova R Wealth's WMT Position: Q2 2026 in Review

Nova R Wealth increased its Walmart Inc (WMT) stake by 0.39% in Q2 2026, buying an estimated $9.93K and bringing the position to 20,721 shares worth $2.35M. The position accounts for 0.68% of the portfolio, ranked #31.

Nova R Wealth first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.57M in Q1 2026. 944 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Nova R Wealth held 20,721 shares of Walmart Inc worth $2.35M as of Q2 2026.
  • Nova R Wealth bought 80 Walmart Inc shares in Q2 2026, an estimated $9.93K.
  • Walmart Inc made up 0.68% of Nova R Wealth's portfolio in Q2 2026, its #31 holding.
  • Nova R Wealth first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's Walmart Inc position peaked at $2.57M in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.