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Peterson Wealth Services’s Walmart Inc WMT Stock Holding History

Peterson Wealth Services’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 		$4.04M Buy
35,657
+590
+2% +$73.2K 0.88% 31
2026
Q1 		$4.36M Sell
35,067
-689
-2% -$84.6K 1.08% 25
2025
Q4 		$3.98M Buy
35,756
+35,736
+178,680% +$3.84M 1.02% 25
2025
Q3 		$3.81M Sell
20
-37,149
-100% -$3.7M 0.94% 27
2025
Q2 		$3.63M Buy
37,169
+597
+2% +$56.9K 1% 26
2025
Q1 		$3.21M Buy
36,572
+1,425
+4% +$134K 0.99% 30
2024
Q4 		$3.18M Buy
35,147
+985
+3% +$85.5K 0.95% 30
2024
Q3 		$2.76M Buy
34,162
+1,392
+4% +$102K 0.88% 33
2024
Q2 		$2.22M Buy
32,770
+1,203
+4% +$75.8K 0.78% 42
2024
Q1 		$1.9M Buy
31,567
+2,128
+7% +$122K 0.69% 45
2023
Q4 		$1.55M Buy
29,439
+4,392
+18% +$232K 0.66% 44
2023
Q3 		$1.34M Buy
25,047
+810
+3% +$43.1K 1% 34
2023
Q2 		$1.27M Buy
24,237
+342
+1% +$17.3K 0.61% 42
2023
Q1 		$1.17M Buy
23,895
+4,515
+23% +$214K 0.6% 52
2022
Q4 		$916K Buy
19,380
+1,986
+11% +$94.3K 0.52% 53
2022
Q3 		$752K Buy
17,394
+5,121
+42% +$224K 0.53% 49
2022
Q2 		$497K Buy
12,273
+1,896
+18% +$87.4K 0.36% 59
2022
Q1 		$515K Buy
10,377
+2,535
+32% +$119K 0.32% 53
2021
Q4 		$378K Buy
+7,842
New +$374K 0.25% 57

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peterson Wealth Services's WMT Position: Q2 2026 in Review

Peterson Wealth Services increased its Walmart Inc (WMT) stake by 1.7% in Q2 2026, buying an estimated $73.2K and bringing the position to 35,657 shares worth $4.04M. The position accounts for 0.88% of the portfolio, ranked #31.

Peterson Wealth Services first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.36M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Peterson Wealth Services held 35,657 shares of Walmart Inc worth $4.04M as of Q2 2026.
  • Peterson Wealth Services bought 590 Walmart Inc shares in Q2 2026, an estimated $73.2K.
  • Walmart Inc made up 0.88% of Peterson Wealth Services's portfolio in Q2 2026, its #31 holding.
  • Peterson Wealth Services first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Walmart Inc position peaked at $4.36M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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