Olistico Wealth’s Walmart Inc WMT Stock Holding History

Olistico 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	$1.34M	Buy	11,853 +15	+0.1%	+$1.86K	0.57%	39
2026 Q1	$1.47M	Buy	11,838 +3,880	+49%	+$476K	0.72%	33
2025 Q4	$887K	Hold	7,958	–	–	0.43%	48
2025 Q3	$820K	Hold	7,958	–	–	0.43%	46
2025 Q2	$778K	Buy	7,958 +45	+0.6%	+$4.29K	0.43%	47
2025 Q1	$695K	Buy	7,913 +6	+0.1%	+$563	0.43%	44
2024 Q4	$714K	Hold	7,907	–	–	0.42%	44
2024 Q3	$638K	Sell	7,907 -1,995	-20%	-$147K	0.39%	50
2024 Q2	$670K	Buy	9,902 +2,631	+36%	+$166K	0.43%	47
2024 Q1	$437K	Sell	7,271 -4	-0.1%	-$229	0.32%	68
2023 Q4	$382K	Hold	7,275	–	–	0.3%	77
2023 Q3	$388K	Hold	7,275	–	–	0.35%	73
2023 Q2	$381K	Hold	7,275	–	–	0.33%	77
2023 Q1	$358K	Hold	7,275	–	–	0.34%	74
2022 Q4	$344K	Buy	+7,275	New	+$345K	0.37%	75

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Olistico Wealth's WMT Position: Q2 2026 in Review

Olistico Wealth increased its Walmart Inc (WMT) stake by 0.13% in Q2 2026, buying an estimated $1.86K and bringing the position to 11,853 shares worth $1.34M. The position accounts for 0.57% of the portfolio, ranked #39.

Olistico Wealth first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Olistico Wealth held 11,853 shares of Walmart Inc worth $1.34M as of Q2 2026.
Olistico Wealth bought 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
Walmart Inc made up 0.57% of Olistico Wealth's portfolio in Q2 2026, its #39 holding.
Olistico Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Walmart Inc position peaked at $1.47M in Q1 2026.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.