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Royal Fund Management’s Walmart Inc WMT Stock Holding History

Royal Fund 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 		$10.4M Sell
92,069
-798
-0.9% -$99.1K 0.87% 30
2026
Q1 		$11.5M Sell
92,867
-94,723
-50% -$11.6M 1.1% 18
2025
Q4 		$20.9M Buy
187,590
+133,145
+245% +$14.3M 1.9% 6
2025
Q3 		$5.61M Sell
54,445
-34,143
-39% -$3.4M 0.67% 49
2025
Q2 		$8.67M Buy
88,588
+16,018
+22% +$1.53M 0.86% 26
2025
Q1 		$6.41M Sell
72,570
-74,834
-51% -$7.02M 0.71% 40
2024
Q4 		$13.4M Buy
147,404
+1,968
+1% +$171K 1.25% 14
2024
Q3 		$11.8M Buy
145,436
+68,978
+90% +$5.07M 0.7% 30
2024
Q2 		$5.2M Sell
76,458
-19,068
-20% -$1.2M 0.42% 46
2024
Q1 		$5.75M Buy
95,526
+492
+0.5% +$28.2K 0.56% 49
2023
Q4 		$5M Sell
95,034
-2,853
-3% -$151K 0.55% 50
2023
Q3 		$5.22M Sell
97,887
-5,070
-5% -$270K 0.71% 41
2023
Q2 		$5.39M Sell
102,957
-2,493
-2% -$126K 0.67% 40
2023
Q1 		$5.18M Buy
105,450
+2,166
+2% +$103K 0.74% 43
2022
Q4 		$4.88M Buy
103,284
+3,216
+3% +$153K 0.78% 45
2022
Q3 		$4.33M Sell
100,068
-219
-0.2% -$9.59K 0.79% 49
2022
Q2 		$4.06M Sell
100,287
-5,124
-5% -$236K 0.68% 58
2022
Q1 		$5.23M Sell
105,411
-2,868
-3% -$135K 0.76% 43
2021
Q4 		$5.22M Sell
108,279
-504
-0.5% -$24.1K 0.75% 47
2021
Q3 		$5.05M Sell
108,783
-519
-0.5% -$25K 0.74% 45
2021
Q2 		$5.14M Buy
109,302
+3,786
+4% +$176K 0.85% 39
2021
Q1 		$4.78M Buy
105,516
+20,805
+25% +$964K 0.87% 41
2020
Q4 		$4.07M Sell
84,711
-582
-0.7% -$28.3K 0.86% 48
2020
Q3 		$3.98M Buy
85,293
+8,316
+11% +$370K 1.02% 36
2020
Q2 		$3.07M Sell
76,977
-44,184
-36% -$1.82M 1.08% 42
2020
Q1 		$4.59M Sell
121,161
-4,446
-4% -$171K 1.87% 9
2019
Q4 		$4.97M Sell
125,607
-17,469
-12% -$694K 1.27% 31
2019
Q3 		$5.66M Sell
143,076
-4,530
-3% -$171K 1.58% 22
2019
Q2 		$5.44M Sell
147,606
-6,945
-4% -$239K 1.61% 22
2019
Q1 		$5.02M Sell
154,551
-14,676
-9% -$476K 1.6% 23
2018
Q4 		$5.25M Buy
169,227
+116,067
+218% +$3.72M 2.13% 17
2018
Q3 		$1.66M Buy
53,160
+2,727
+5% +$83.4K 0.52% 54
2018
Q2 		$1.44M Sell
50,433
-1,128
-2% -$32.1K 0.48% 57
2018
Q1 		$1.53M Buy
51,561
+117
+0.2% +$3.76K 0.56% 49
2017
Q4 		$1.69M Sell
51,444
-3,288
-6% -$101K 0.61% 39
2017
Q3 		$1.43M Sell
54,732
-3,699
-6% -$97K 0.57% 40
2017
Q2 		$1.47M Sell
58,431
-12,675
-18% -$322K 0.63% 39
2017
Q1 		$1.71M Sell
71,106
-4,635
-6% -$107K 0.82% 30
2016
Q4 		$1.75M Buy
+75,741
New +$1.77M 0.97% 23

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Royal Fund Management's WMT Position: Q2 2026 in Review

Royal Fund Management reduced its Walmart Inc (WMT) stake by 0.86% in Q2 2026, selling an estimated $99.1K and leaving 92,069 shares worth $10.4M. The position accounts for 0.87% of the portfolio, ranked #30.

Royal Fund Management first reported a position in WMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $20.9M in Q4 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Royal Fund Management held 92,069 shares of Walmart Inc worth $10.4M as of Q2 2026.
  • Royal Fund Management sold 798 Walmart Inc shares in Q2 2026, an estimated $99.1K.
  • Walmart Inc made up 0.87% of Royal Fund Management's portfolio in Q2 2026, its #30 holding.
  • Royal Fund Management first reported a position in Walmart Inc in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Walmart Inc position peaked at $20.9M in Q4 2025.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.