Petros Family Wealth’s Walmart Inc WMT Stock Holding History

Petros Family 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	$799K	Sell	7,058 -5	-0.1%	-$621	0.49%	56
2026 Q1	$878K	Sell	7,063 -2,528	-26%	-$310K	0.63%	47
2025 Q4	$1.07M	Buy	9,591 +3,717	+63%	+$399K	0.71%	43
2025 Q3	$605K	Sell	5,874 -253	-4%	-$25.2K	0.51%	57
2025 Q2	$599K	Sell	6,127 -36	-0.6%	-$3.43K	0.55%	52
2025 Q1	$541K	Hold	6,163	–	–	0.6%	49
2024 Q4	$557K	Buy	+6,163	New	+$535K	0.6%	47

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Petros Family Wealth's WMT Position: Q2 2026 in Review

Petros Family Wealth reduced its Walmart Inc (WMT) stake by 0.07% in Q2 2026, selling an estimated $621 and leaving 7,058 shares worth $799K. The position accounts for 0.49% of the portfolio, ranked #56.

Petros Family Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 1,651 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Petros Family Wealth held 7,058 shares of Walmart Inc worth $799K as of Q2 2026.
Petros Family Wealth sold 5 Walmart Inc shares in Q2 2026, an estimated $621.
Walmart Inc made up 0.49% of Petros Family Wealth's portfolio in Q2 2026, its #56 holding.
Petros Family Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Walmart Inc position peaked at $1.07M in Q4 2025.
1,651 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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