Rockline Wealth Management’s Walmart Inc WMT Stock Holding History

Rockline 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	$8.8M	Sell	77,723 -1,968	-2%	-$244K	1.69%	15
2026 Q1	$9.9M	Sell	79,691 -2,298	-3%	-$282K	2.15%	10
2025 Q4	$9.13M	Sell	81,989 -376	-0.5%	-$40.4K	1.86%	14
2025 Q3	$8.49M	Buy	82,365 +1,170	+1%	+$116K	1.76%	14
2025 Q2	$7.94M	Buy	81,195 +32,515	+67%	+$3.1M	1.88%	14
2025 Q1	$4.27M	Buy	48,680 +1,551	+3%	+$145K	1.19%	27
2024 Q4	$4.26M	Buy	47,129 +2,369	+5%	+$206K	1.14%	26
2024 Q3	$3.61M	Buy	44,760 +1,513	+3%	+$111K	1.02%	32
2024 Q2	$2.93M	Buy	43,247 +1,188	+3%	+$74.8K	0.9%	35
2024 Q1	$2.53M	Buy	42,059 +1,148	+3%	+$65.7K	0.88%	40
2023 Q4	$2.15M	Buy	+40,911	New	+$2.16M	0.89%	40

Other funds holding WMT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Rockline Wealth Management reduced its Walmart Inc (WMT) stake by 2.5% in Q2 2026, selling an estimated $244K and leaving 77,723 shares worth $8.8M. The position accounts for 1.69% of the portfolio, ranked #15.

Rockline Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.9M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Rockline Wealth Management held 77,723 shares of Walmart Inc worth $8.8M as of Q2 2026.
Rockline Wealth Management sold 1,968 Walmart Inc shares in Q2 2026, an estimated $244K.
Walmart Inc made up 1.69% of Rockline Wealth Management's portfolio in Q2 2026, its #15 holding.
Rockline Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's Walmart Inc position peaked at $9.9M in Q1 2026.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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