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
2025 Q4	–	Sell	-11	Closed	-$1.18K	–	353
2025 Q3	$1.18K	Buy	+11	New	+$1.09K	﹤0.01%	264
2023 Q3	–	Sell	-3,300	Closed	-$173K	–	312
2023 Q2	$173K	Buy	+3,300	New	+$166K	0.02%	255
2022 Q3	–	Sell	-6,600	Closed	-$267K	–	232
2022 Q2	$267K	Hold	6,600	–	–	0.04%	181
2022 Q1	$327K	Buy	+6,600	New	+$310K	0.05%	172

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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.