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Resonant Capital Advisors’s Walmart Inc WMT Stock Holding History

Resonant Capital Advisors’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 		$2.71M Buy
23,921
+1,124
+5% +$140K 0.13% 110
2026
Q1 		$2.84M Buy
22,797
+3,741
+20% +$459K 0.15% 101
2025
Q4 		$2.13M Buy
19,056
+576
+3% +$61.8K 0.12% 116
2025
Q3 		$1.9M Buy
18,480
+1,255
+7% +$125K 0.11% 123
2025
Q2 		$1.68M Buy
17,225
+4,282
+33% +$408K 0.11% 123
2025
Q1 		$1.14M Buy
12,943
+454
+4% +$42.6K 0.08% 144
2024
Q4 		$1.13M Buy
12,489
+665
+6% +$57.7K 0.08% 139
2024
Q3 		$955K Buy
11,824
+1,867
+19% +$137K 0.07% 158
2024
Q2 		$674K Buy
9,957
+885
+10% +$55.7K 0.05% 174
2024
Q1 		$548K Buy
9,072
+3,222
+55% +$184K 0.05% 191
2023
Q4 		$309K Buy
5,850
+72
+1% +$3.81K 0.03% 232
2023
Q3 		$308K Buy
5,778
+1,290
+29% +$68.6K 0.03% 211
2023
Q2 		$235K Buy
4,488
+207
+5% +$10.4K 0.03% 240
2023
Q1 		$211K Sell
4,281
-5,745
-57% -$273K 0.02% 241
2022
Q4 		$475K Buy
+10,026
New +$476K 0.06% 173
2022
Q2 		– Sell
-4,059
Closed -$205K – 262
2022
Q1 		$205K Buy
+4,059
New +$191K 0.03% 218
2020
Q3 		– Sell
-7,911
Closed -$316K – 181
2020
Q2 		$316K Buy
+7,911
New +$325K 0.09% 138
2020
Q1 		– Sell
-5,610
Closed -$222K – 215
2019
Q4 		$222K Buy
+5,610
New +$223K 0.07% 192

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

Resonant Capital Advisors's WMT Position: Q2 2026 in Review

Resonant Capital Advisors increased its Walmart Inc (WMT) stake by 4.9% in Q2 2026, buying an estimated $140K and bringing the position to 23,921 shares worth $2.71M. The position accounts for 0.13% of the portfolio, ranked #110.

Resonant Capital Advisors first reported a position in WMT in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.84M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Resonant Capital Advisors held 23,921 shares of Walmart Inc worth $2.71M as of Q2 2026.
  • Resonant Capital Advisors bought 1,124 Walmart Inc shares in Q2 2026, an estimated $140K.
  • Walmart Inc made up 0.13% of Resonant Capital Advisors's portfolio in Q2 2026, its #110 holding.
  • Resonant Capital Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 18 quarters since.
  • Resonant Capital Advisors's Walmart Inc position peaked at $2.84M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.