Portside Wealth Group’s Walmart Inc WMT Stock Holding History

Portside Wealth Group’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	$1.9M	Buy	16,812 +2,533	+18%	+$314K	0.22%	98
2026 Q1	$1.77M	Buy	14,279 +2,943	+26%	+$361K	0.24%	105
2025 Q4	$1.26M	Buy	11,336 +618	+6%	+$66.4K	0.17%	138
2025 Q3	$1.1M	Buy	10,718 +357	+3%	+$35.5K	0.15%	151
2025 Q2	$1.01M	Sell	10,361 -6,427	-38%	-$612K	0.15%	145
2025 Q1	$1.47M	Sell	16,788 -8,400	-33%	-$788K	0.24%	98
2024 Q4	$2.28M	Sell	25,188 -477	-2%	-$41.4K	0.38%	65
2024 Q3	$2.07M	Sell	25,665 -4,977	-16%	-$366K	0.35%	71
2024 Q2	$2.07M	Buy	30,642 +786	+3%	+$49.5K	0.4%	66
2024 Q1	$1.8M	Sell	29,856 -5,262	-15%	-$301K	0.33%	83
2023 Q4	$1.85M	Sell	35,118 -2,676	-7%	-$142K	0.34%	81
2023 Q3	$2.02M	Buy	37,794 +939	+3%	+$50K	0.38%	70
2023 Q2	$1.93M	Buy	+36,855	New	+$1.86M	0.36%	76

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

Portside Wealth Group's WMT Position: Q2 2026 in Review

Portside Wealth Group increased its Walmart Inc (WMT) stake by 18% in Q2 2026, buying an estimated $314K and bringing the position to 16,812 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #98.

Portside Wealth Group first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.28M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Portside Wealth Group held 16,812 shares of Walmart Inc worth $1.9M as of Q2 2026.
Portside Wealth Group bought 2,533 Walmart Inc shares in Q2 2026, an estimated $314K.
Walmart Inc made up 0.22% of Portside Wealth Group's portfolio in Q2 2026, its #98 holding.
Portside Wealth Group first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Walmart Inc position peaked at $2.28M in Q4 2024.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.