PWG
WMT icon

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
2025
Q1 		– Sell
-100
Closed -$9.04K – 455
2024
Q4 		$9.04K Hold
100
– – ﹤0.01% 415
2024
Q3 		$8.07K Hold
100
– – ﹤0.01% 392
2024
Q2 		$6.77K Hold
100
– – ﹤0.01% 363
2024
Q1 		$6.02K Buy
+100
New +$5.72K ﹤0.01% 365

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

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. 2,210 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.
  • 2,210 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.