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Robertson Stephens Wealth Management’s Walmart Inc WMT Stock Holding History

Robertson Stephens 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 		$6.61M Buy
58,367
+92
+0.2% +$11.4K 0.16% 107
2026
Q1 		$7.26M Sell
58,275
-14,318
-20% -$1.76M 0.2% 99
2025
Q4 		$8.1M Sell
72,593
-3,663
-5% -$393K 0.21% 93
2025
Q3 		$7.86M Sell
76,256
-5,682
-7% -$566K 0.24% 76
2025
Q2 		$8.01M Buy
81,938
+3,122
+4% +$297K 0.25% 75
2025
Q1 		$6.94M Buy
78,816
+12,135
+18% +$1.14M 0.24% 80
2024
Q4 		$6.04M Buy
66,681
+4,447
+7% +$386K 0.21% 94
2024
Q3 		$5.03M Sell
62,234
-1,067
-2% -$78.4K 0.18% 111
2024
Q2 		$4.29M Buy
63,301
+3,854
+6% +$243K 0.22% 88
2024
Q1 		$3.59M Sell
59,447
-25,744
-30% -$1.47M 0.19% 97
2023
Q4 		$4.49M Sell
85,191
-82,362
-49% -$4.36M 0.27% 62
2023
Q3 		$8.93M Buy
167,553
+126,447
+308% +$6.73M 0.6% 32
2023
Q2 		$2.15M Sell
41,106
-3,807
-8% -$192K 0.15% 123
2023
Q1 		$2.22M Buy
44,913
+2,451
+6% +$116K 0.17% 112
2022
Q4 		$2.01M Buy
42,462
+351
+0.8% +$16.7K 0.2% 105
2022
Q3 		$1.82M Sell
42,111
-12,135
-22% -$532K 0.19% 100
2022
Q2 		$2.2M Buy
54,246
+2,802
+5% +$129K 0.21% 97
2022
Q1 		$2.56M Buy
51,444
+1,023
+2% +$48K 0.22% 91
2021
Q4 		$2.44M Buy
50,421
+43,797
+661% +$2.09M 0.21% 99
2021
Q3 		$307K Sell
6,624
-54
-0.8% -$2.6K 0.03% 256
2021
Q2 		$313K Sell
6,678
-216
-3% -$10.1K 0.04% 259
2021
Q1 		$313K Buy
+6,894
New +$319K 0.05% 229

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

Robertson Stephens Wealth Management's WMT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Walmart Inc (WMT) stake by 0.16% in Q2 2026, buying an estimated $11.4K and bringing the position to 58,367 shares worth $6.61M. The position accounts for 0.16% of the portfolio, ranked #107.

Robertson Stephens Wealth Management first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.93M in Q3 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Robertson Stephens Wealth Management held 58,367 shares of Walmart Inc worth $6.61M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 92 Walmart Inc shares in Q2 2026, an estimated $11.4K.
  • Walmart Inc made up 0.16% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Robertson Stephens Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • Robertson Stephens Wealth Management's Walmart Inc position peaked at $8.93M in Q3 2023.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.