Optima Capital’s Walmart Inc WMT Stock Holding History

Optima Capital’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	$495K	Buy	4,370 +1	+0%	+$124	0.2%	95
2026 Q1	$544K	Sell	4,369 -323	-7%	-$39.7K	0.25%	83
2025 Q4	$524K	Buy	4,692 +1,006	+27%	+$108K	0.23%	86
2025 Q3	$380K	Buy	3,686 +40	+1%	+$3.98K	0.18%	101
2025 Q2	$357K	Buy	3,646 +309	+9%	+$29.4K	0.19%	111
2025 Q1	$294K	Sell	3,337 -92	-3%	-$8.63K	0.19%	107
2024 Q4	$311K	Buy	+3,429	New	+$298K	0.21%	116

Other funds holding WMT

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Optima Capital's WMT Position: Q2 2026 in Review

Optima Capital increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 4,370 shares worth $495K. The position accounts for 0.2% of the portfolio, ranked #95.

Optima Capital first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $544K in Q1 2026. 1,522 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Optima Capital held 4,370 shares of Walmart Inc worth $495K as of Q2 2026.
Optima Capital bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.2% of Optima Capital's portfolio in Q2 2026, its #95 holding.
Optima Capital first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Optima Capital's Walmart Inc position peaked at $544K in Q1 2026.
1,522 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.