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Park Edge Advisors’s Walmart Inc WMT Stock Holding History

Park Edge Advisors’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 		$3.32M Sell
29,312
-2,136
-7% -$265K 0.7% 26
2026
Q1 		$3.91M Buy
31,448
+6,963
+28% +$855K 0.9% 16
2025
Q4 		$2.73M Sell
24,485
-8,387
-26% -$901K 0.62% 32
2025
Q3 		$3.39M Buy
32,872
+2,922
+10% +$291K 0.78% 22
2025
Q2 		$2.93M Buy
29,950
+2,667
+10% +$254K 0.75% 25
2025
Q1 		$2.4M Buy
27,283
+1,506
+6% +$141K 0.67% 23
2024
Q4 		$2.33M Buy
25,777
+5,587
+28% +$485K 0.68% 33
2024
Q3 		$1.63M Buy
20,190
+10,991
+119% +$807K 0.47% 40
2024
Q2 		$623K Hold
9,199
– – 0.19% 83
2024
Q1 		$553K Sell
9,199
-8,951
-49% -$512K 0.15% 77
2023
Q4 		$954K Buy
18,150
+15
+0.1% +$794 0.33% 42
2023
Q3 		$967K Sell
18,135
-8,019
-31% -$427K 0.35% 33
2023
Q2 		$1.37M Sell
26,154
-510
-2% -$25.7K 0.46% 22
2023
Q1 		$1.31M Buy
26,664
+17,016
+176% +$808K 0.5% 20
2022
Q4 		$456K Buy
+9,648
New +$458K 0.2% 53

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

Park Edge Advisors's WMT Position: Q2 2026 in Review

Park Edge Advisors reduced its Walmart Inc (WMT) stake by 6.8% in Q2 2026, selling an estimated $265K and leaving 29,312 shares worth $3.32M. The position accounts for 0.7% of the portfolio, ranked #26.

Park Edge Advisors first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.91M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Park Edge Advisors held 29,312 shares of Walmart Inc worth $3.32M as of Q2 2026.
  • Park Edge Advisors sold 2,136 Walmart Inc shares in Q2 2026, an estimated $265K.
  • Walmart Inc made up 0.7% of Park Edge Advisors's portfolio in Q2 2026, its #26 holding.
  • Park Edge Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's Walmart Inc position peaked at $3.91M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.