Red Mountain Financial’s Walmart Inc WMT Stock Holding History

Red Mountain Financial’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	$1.16M	Buy	10,236 +297	+3%	+$36.9K	0.97%	27
2026 Q1	$1.24M	Sell	9,939 -2,842	-22%	-$349K	1.16%	24
2025 Q4	$1.42M	Sell	12,781 -1,415	-10%	-$152K	1.4%	23
2025 Q3	$1.46M	Buy	14,196 +504	+4%	+$50.2K	1.48%	22
2025 Q2	$1.34M	Buy	13,692 +1,226	+10%	+$117K	1.49%	23
2025 Q1	$1.09M	Sell	12,466 -12	-0.1%	-$1.13K	1.33%	22
2024 Q4	$1.13M	Sell	12,478 -36	-0.3%	-$3.12K	1.21%	22
2024 Q3	$1.01M	Buy	12,514 +2,847	+29%	+$209K	1.07%	26
2024 Q2	$655K	Buy	+9,667	New	+$609K	0.79%	32
2023 Q4	$503K	Buy	+9,567	New	+$506K	0.78%	35

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

Red Mountain Financial's WMT Position: Q2 2026 in Review

Red Mountain Financial increased its Walmart Inc (WMT) stake by 3% in Q2 2026, buying an estimated $36.9K and bringing the position to 10,236 shares worth $1.16M. The position accounts for 0.97% of the portfolio, ranked #27.

Red Mountain Financial first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q3 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Red Mountain Financial held 10,236 shares of Walmart Inc worth $1.16M as of Q2 2026.
Red Mountain Financial bought 297 Walmart Inc shares in Q2 2026, an estimated $36.9K.
Walmart Inc made up 0.97% of Red Mountain Financial's portfolio in Q2 2026, its #27 holding.
Red Mountain Financial first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's Walmart Inc position peaked at $1.46M in Q3 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.