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Saxony Capital Management’s Walmart Inc WMT Stock Holding History

Saxony Capital 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 		$429K Buy
3,789
+801
+27% +$99.4K 0.2% 105
2026
Q1 		$371K Buy
2,988
+355
+13% +$43.6K 0.22% 98
2025
Q4 		$293K Sell
2,633
-81
-3% -$8.7K 0.18% 112
2025
Q3 		$280K Buy
2,714
+12
+0.4% +$1.2K 0.18% 113
2025
Q2 		$264K Sell
2,702
-150
-5% -$14.3K 0.2% 97
2025
Q1 		$250K Sell
2,852
-807
-22% -$75.7K 0.22% 94
2024
Q4 		$331K Hold
3,659
– – 0.29% 79
2024
Q3 		$295K Sell
3,659
-1,220
-25% -$89.6K 0.27% 91
2024
Q2 		$330K Buy
+4,879
New +$307K 0.36% 75

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
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
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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Saxony Capital Management's WMT Position: Q2 2026 in Review

Saxony Capital Management increased its Walmart Inc (WMT) stake by 27% in Q2 2026, buying an estimated $99.4K and bringing the position to 3,789 shares worth $429K. The position accounts for 0.2% of the portfolio, ranked #105.

Saxony Capital Management first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Saxony Capital Management held 3,789 shares of Walmart Inc worth $429K as of Q2 2026.
  • Saxony Capital Management bought 801 Walmart Inc shares in Q2 2026, an estimated $99.4K.
  • Walmart Inc made up 0.2% of Saxony Capital Management's portfolio in Q2 2026, its #105 holding.
  • Saxony Capital Management first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.