PGAM
WMT icon

Princeton Global Asset Management’s Walmart Inc WMT Stock Holding History

Princeton Global Asset Management’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 		$152K Buy
1,338
+93
+7% +$11.5K 0.02% 247
2026
Q1 		$155K Sell
1,245
-59
-5% -$7.24K 0.03% 234
2025
Q4 		$145K Buy
1,304
+30
+2% +$3.22K 0.02% 233
2025
Q3 		$131K Buy
1,274
+15
+1% +$1.49K 0.02% 230
2025
Q2 		$123K Buy
1,259
+348
+38% +$33.2K 0.02% 224
2025
Q1 		$80K Sell
911
-715
-44% -$67.1K 0.02% 249
2024
Q4 		$147K Buy
1,626
+52
+3% +$4.51K 0.03% 212
2024
Q3 		$127K Buy
1,574
+820
+109% +$60.2K 0.02% 218
2024
Q2 		$51.1K Buy
754
+112
+17% +$7.05K 0.01% 287
2024
Q1 		$38.7K Sell
642
-99
-13% -$5.67K 0.01% 294
2023
Q4 		$39K Hold
741
– – 0.01% 291
2023
Q3 		$39.5K Hold
741
– – 0.01% 272
2023
Q2 		$38.8K Hold
741
– – 0.01% 277
2023
Q1 		$36.4K Buy
741
+42
+6% +$1.99K 0.01% 286
2022
Q4 		$33K Hold
699
– – 0.01% 277
2022
Q3 		$30K Hold
699
– – 0.01% 283
2022
Q2 		$28K Hold
699
– – 0.01% 305
2022
Q1 		$35K Buy
699
+300
+75% +$14.1K 0.01% 301
2021
Q4 		$19K Buy
399
+99
+33% +$4.73K 0.01% 345
2021
Q3 		$14K Hold
300
– – ﹤0.01% 379
2021
Q2 		$14K Buy
+300
New +$14K ﹤0.01% 385
2020
Q3 		– Sell
-2,244
Closed -$89K – 540
2020
Q2 		$89K Hold
2,244
– – 0.03% 221
2020
Q1 		$85K Hold
2,244
– – 0.04% 201
2019
Q4 		$89 Buy
2,244
+1,182
+111% +$46.9K 0.04% 194
2019
Q3 		$42K Sell
1,062
-105
-9% -$3.96K 0.02% 224
2019
Q2 		$43K Buy
+1,167
New +$40.2K 0.03% 232

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Princeton Global Asset Management's WMT Position: Q2 2026 in Review

Princeton Global Asset Management increased its Walmart Inc (WMT) stake by 7.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 1,338 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #247.

Princeton Global Asset Management first reported a position in WMT in Q2 2019 and has held it in 26 quarters since. The position peaked at $155K in Q1 2026. 1,095 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Princeton Global Asset Management held 1,338 shares of Walmart Inc worth $152K as of Q2 2026.
  • Princeton Global Asset Management bought 93 Walmart Inc shares in Q2 2026, an estimated $11.5K.
  • Walmart Inc made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #247 holding.
  • Princeton Global Asset Management first reported a position in Walmart Inc in Q2 2019 and has held it in 26 quarters since.
  • Princeton Global Asset Management's Walmart Inc position peaked at $155K in Q1 2026.
  • 1,095 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.