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Nvest Wealth Strategies’s Walmart Inc WMT Stock Holding History

Nvest Wealth Strategies’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 		$3.17K Buy
28
+13
+87% +$1.61K ﹤0.01% 174
2026
Q1 		$1.86K Buy
+15
New +$1.84K ﹤0.01% 182

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nvest Wealth Strategies's WMT Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Walmart Inc (WMT) stake by 87% in Q2 2026, buying an estimated $1.61K and bringing the position to 28 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Nvest Wealth Strategies first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. 3,383 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Nvest Wealth Strategies held 28 shares of Walmart Inc worth $3.17K as of Q2 2026.
  • Nvest Wealth Strategies bought 13 Walmart Inc shares in Q2 2026, an estimated $1.61K.
  • Walmart Inc made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #174 holding.
  • Nvest Wealth Strategies first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.