Richards, Merrill & Peterson’s Walmart Inc WMT Stock Holding History

Richards, Merrill & Peterson’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	$1.57M	Buy	13,892 +99	+0.7%	+$12.3K	0.5%	50
2026 Q1	$1.71M	Buy	13,793 +53	+0.4%	+$6.51K	0.63%	41
2025 Q4	$1.53M	Sell	13,740 -258	-2%	-$27.7K	0.59%	42
2025 Q3	$1.44M	Sell	13,998 -435	-3%	-$43.3K	0.62%	38
2025 Q2	$1.41M	Sell	14,433 -118	-0.8%	-$11.2K	0.67%	40
2025 Q1	$1.28M	Buy	14,551 +458	+3%	+$43K	0.66%	42
2024 Q4	$1.27M	Buy	+14,093	New	+$1.22M	0.67%	38

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Richards, Merrill & Peterson's WMT Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Walmart Inc (WMT) stake by 0.72% in Q2 2026, buying an estimated $12.3K and bringing the position to 13,892 shares worth $1.57M. The position accounts for 0.5% of the portfolio, ranked #50.

Richards, Merrill & Peterson first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2026. 1,991 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Richards, Merrill & Peterson held 13,892 shares of Walmart Inc worth $1.57M as of Q2 2026.
Richards, Merrill & Peterson bought 99 Walmart Inc shares in Q2 2026, an estimated $12.3K.
Walmart Inc made up 0.5% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #50 holding.
Richards, Merrill & Peterson first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Walmart Inc position peaked at $1.71M in Q1 2026.
1,991 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.