Riverbend Wealth Management’s Walmart Inc WMT Stock Holding History

Riverbend 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
2026 Q2	$1.61M	Buy	14,250 +516	+4%	+$64.1K	0.81%	33
2026 Q1	$1.71M	Buy	13,734 +909	+7%	+$112K	0.98%	26
2025 Q4	$1.43M	Buy	12,825 +562	+5%	+$60.3K	0.89%	31
2025 Q3	$1.26M	Sell	12,263 -167	-1%	-$16.6K	0.88%	32
2025 Q2	$1.22M	Buy	12,430 +554	+5%	+$52.8K	0.92%	31
2025 Q1	$1.04M	Sell	11,876 -174	-1%	-$16.3K	0.93%	33
2024 Q4	$1.09M	Buy	+12,050	New	+$1.05M	0.97%	27

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

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

Riverbend Wealth Management increased its Walmart Inc (WMT) stake by 3.8% in Q2 2026, buying an estimated $64.1K and bringing the position to 14,250 shares worth $1.61M. The position accounts for 0.81% of the portfolio, ranked #33.

Riverbend Wealth Management 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. 2,205 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Riverbend Wealth Management held 14,250 shares of Walmart Inc worth $1.61M as of Q2 2026.
Riverbend Wealth Management bought 516 Walmart Inc shares in Q2 2026, an estimated $64.1K.
Walmart Inc made up 0.81% of Riverbend Wealth Management's portfolio in Q2 2026, its #33 holding.
Riverbend Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Walmart Inc position peaked at $1.71M in Q1 2026.
2,205 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.