QWM
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Quaker Wealth Management’s Walmart Inc WMT Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-486
Closed -$42.7K – 1735
2025
Q1 		$42.7K Buy
+486
New +$45.6K 0.02% 171

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Quaker Wealth Management's WMT Position: Q2 2026 in Review

Quaker Wealth Management reduced its Walmart Inc (WMT) stake by 52% in Q2 2026, selling an estimated $258K and leaving 1,919 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #67.

Quaker Wealth Management first reported a position in WMT in Q3 2020 and has held it in 11 quarters since. The position peaked at $496K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Quaker Wealth Management held 1,919 shares of Walmart Inc worth $217K as of Q2 2026.
  • Quaker Wealth Management sold 2,076 Walmart Inc shares in Q2 2026, an estimated $258K.
  • Walmart Inc made up 0.06% of Quaker Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Quaker Wealth Management first reported a position in Walmart Inc in Q3 2020 and has held it in 11 quarters since.
  • Quaker Wealth Management's Walmart Inc position peaked at $496K in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.