RMR Capital Management’s Walmart Inc WMT Stock Holding History

RMR Capital 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	$2.13M	Sell	18,834 -770	-4%	-$95.6K	1.47%	23
2026 Q1	$2.44M	Hold	19,604	–	–	1.76%	15
2025 Q4	$2.18M	Sell	19,604 -1,194	-6%	-$128K	1.57%	17
2025 Q3	$2.14M	Hold	20,798	–	–	1.5%	17
2025 Q2	$2.03M	Hold	20,798	–	–	1.45%	15
2025 Q1	$1.83M	Sell	20,798 -4,252	-17%	-$399K	1.3%	23
2024 Q4	$2.26M	Sell	25,050 -5,765	-19%	-$500K	1.67%	16
2024 Q3	$2.49M	Hold	30,815	–	–	2.04%	13
2024 Q2	$2.09M	Sell	30,815 -175	-0.6%	-$11K	1.9%	14
2024 Q1	$1.86M	Hold	30,990	–	–	1.71%	15
2023 Q4	$1.63M	Buy	+30,990	New	+$1.64M	1.86%	15

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

RMR Capital Management's WMT Position: Q2 2026 in Review

RMR Capital Management reduced its Walmart Inc (WMT) stake by 3.9% in Q2 2026, selling an estimated $95.6K and leaving 18,834 shares worth $2.13M. The position accounts for 1.47% of the portfolio, ranked #23.

RMR Capital Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q3 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

RMR Capital Management held 18,834 shares of Walmart Inc worth $2.13M as of Q2 2026.
RMR Capital Management sold 770 Walmart Inc shares in Q2 2026, an estimated $95.6K.
Walmart Inc made up 1.47% of RMR Capital Management's portfolio in Q2 2026, its #23 holding.
RMR Capital Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
RMR Capital Management's Walmart Inc position peaked at $2.49M in Q3 2024.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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