Private Client Services’s Walmart Inc WMT Stock Holding History

Private Client 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	$1.14M	Buy	10,088 +488	+5%	+$60.6K	0.3%	71
2026 Q1	$1.19M	Buy	9,600 +428	+5%	+$52.5K	0.36%	60
2025 Q4	$1.02M	Buy	9,172 +265	+3%	+$28.5K	0.32%	62
2025 Q3	$918K	Sell	8,907 -719	-7%	-$71.6K	0.31%	66
2025 Q2	$941K	Sell	9,626 -1,118	-10%	-$107K	0.37%	71
2025 Q1	$943K	Buy	10,744 +2,835	+36%	+$266K	0.47%	54
2024 Q4	$715K	Buy	7,909 +488	+7%	+$42.3K	0.38%	70
2024 Q3	$599K	Buy	7,421 +229	+3%	+$16.8K	0.32%	69
2024 Q2	$487K	Buy	7,192 +604	+9%	+$38K	0.31%	72
2024 Q1	$396K	Buy	6,588 +282	+4%	+$16.1K	0.27%	80
2023 Q4	$331K	Buy	+6,306	New	+$334K	0.27%	95

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

Private Client Services's WMT Position: Q2 2026 in Review

Private Client Services increased its Walmart Inc (WMT) stake by 5.1% in Q2 2026, buying an estimated $60.6K and bringing the position to 10,088 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #71.

Private Client Services first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Private Client Services held 10,088 shares of Walmart Inc worth $1.14M as of Q2 2026.
Private Client Services bought 488 Walmart Inc shares in Q2 2026, an estimated $60.6K.
Walmart Inc made up 0.3% of Private Client Services's portfolio in Q2 2026, its #71 holding.
Private Client Services first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Private Client Services's Walmart Inc position peaked at $1.19M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.