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RMR Wealth Builders’s Walmart Inc WMT Stock Holding History

RMR Wealth Builders’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 		$6M Buy
53,016
+11,332
+27% +$1.41M 0.37% 45
2026
Q1 		$5.19M Buy
41,684
+733
+2% +$90K 0.41% 40
2025
Q4 		$4.56M Buy
40,951
+2,948
+8% +$317K 0.37% 43
2025
Q3 		$3.92M Buy
38,003
+7,178
+23% +$715K 0.33% 43
2025
Q2 		$3.01M Sell
30,825
-169
-0.5% -$16.1K 0.27% 48
2025
Q1 		$2.72M Buy
30,994
+1,161
+4% +$109K 0.29% 45
2024
Q4 		$2.7M Buy
29,833
+2,215
+8% +$192K 0.28% 47
2024
Q3 		$2.23M Buy
27,618
+34
+0.1% +$2.5K 0.24% 52
2024
Q2 		$1.87M Buy
27,584
+5,300
+24% +$334K 0.21% 58
2024
Q1 		$1.34M Buy
22,284
+5,151
+30% +$295K 0.16% 79
2023
Q4 		$900K Buy
17,133
+2,880
+20% +$152K 0.13% 92
2023
Q3 		$760K Buy
14,253
+9,309
+188% +$495K 0.12% 92
2023
Q2 		$259K Buy
4,944
+12
+0.2% +$605 0.04% 176
2023
Q1 		$242K Buy
+4,932
New +$234K 0.05% 181
2022
Q3 		– Sell
-5,577
Closed -$226K – 215
2022
Q2 		$226K Buy
5,577
+9
+0.2% +$415 0.06% 170
2022
Q1 		$276K Sell
5,568
-393
-7% -$18.4K 0.06% 167
2021
Q4 		$289K Buy
5,961
+300
+5% +$14.3K 0.08% 92
2021
Q3 		$263K Buy
5,661
+6
+0.1% +$289 0.08% 152
2021
Q2 		$266K Sell
5,655
-1,470
-21% -$68.5K 0.09% 149
2021
Q1 		$323K Buy
7,125
+2,169
+44% +$100K 0.08% 128
2020
Q4 		$238K Sell
4,956
-2,304
-32% -$112K 0.12% 139
2020
Q3 		$339K Buy
7,260
+6,660
+1,110% +$296K 0.09% 146
2020
Q2 		$24K Buy
+600
New +$24.7K 0.02% 293
2019
Q4 		$42K Buy
+1,050
New +$41.7K 0.04% 249

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RMR Wealth Builders's WMT Position: Q2 2026 in Review

RMR Wealth Builders increased its Walmart Inc (WMT) stake by 27% in Q2 2026, buying an estimated $1.41M and bringing the position to 53,016 shares worth $6M. The position accounts for 0.37% of the portfolio, ranked #45.

RMR Wealth Builders first reported a position in WMT in Q4 2019 and has held it in 24 quarters since. 1,651 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • RMR Wealth Builders held 53,016 shares of Walmart Inc worth $6M as of Q2 2026.
  • RMR Wealth Builders bought 11,332 Walmart Inc shares in Q2 2026, an estimated $1.41M.
  • Walmart Inc made up 0.37% of RMR Wealth Builders's portfolio in Q2 2026, its #45 holding.
  • RMR Wealth Builders first reported a position in Walmart Inc in Q4 2019 and has held it in 24 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.