ORG Wealth Partners’s Walmart Inc WMT Stock Holding History

ORG Wealth Partners’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	$2.43M	Buy	21,421 +1,558	+8%	+$193K	0.36%	36
2026 Q1	$2.47M	Sell	19,863 -74	-0.4%	-$9.09K	0.49%	29
2025 Q4	$2.22M	Buy	19,937 +287	+1%	+$30.8K	0.52%	29
2025 Q3	$2.03M	Buy	19,650 +4,984	+34%	+$496K	0.43%	33
2025 Q2	$1.44M	Sell	14,666 -33,274	-69%	-$3.17M	0.34%	43
2025 Q1	$4.26M	Buy	47,940 +34,647	+261%	+$3.25M	1.31%	14
2024 Q4	$1.2M	Sell	13,293 -987	-7%	-$85.6K	0.37%	23
2024 Q3	$1.15M	Buy	+14,280	New	+$1.05M	0.38%	24

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

ORG Wealth Partners's WMT Position: Q2 2026 in Review

ORG Wealth Partners increased its Walmart Inc (WMT) stake by 7.8% in Q2 2026, buying an estimated $193K and bringing the position to 21,421 shares worth $2.43M. The position accounts for 0.36% of the portfolio, ranked #36.

ORG Wealth Partners first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.26M in Q1 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

ORG Wealth Partners held 21,421 shares of Walmart Inc worth $2.43M as of Q2 2026.
ORG Wealth Partners bought 1,558 Walmart Inc shares in Q2 2026, an estimated $193K.
Walmart Inc made up 0.36% of ORG Wealth Partners's portfolio in Q2 2026, its #36 holding.
ORG Wealth Partners first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Walmart Inc position peaked at $4.26M in Q1 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.