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Schaper Benz & Wise Investment Counsel’s Walmart Inc WMT Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$620K Buy
5,471
+113
+2% +$14K 0.04% 124
2026
Q1 		$666K Buy
5,358
+113
+2% +$13.9K 0.05% 117
2025
Q4 		$584K Sell
5,245
-103
-2% -$11.1K 0.04% 121
2025
Q3 		$551K Sell
5,348
-150
-3% -$14.9K 0.04% 119
2025
Q2 		$538K Buy
5,498
+600
+12% +$57.2K 0.04% 115
2025
Q1 		$430K Sell
4,898
-1,050
-18% -$98.5K 0.03% 121
2024
Q4 		$537K Sell
5,948
-75
-1% -$6.51K 0.04% 115
2024
Q3 		$486K Sell
6,023
-1,000
-14% -$73.4K 0.04% 117
2024
Q2 		$476K Hold
7,023
– – 0.04% 109
2024
Q1 		$423K Buy
7,023
+900
+15% +$51.5K 0.04% 116
2023
Q4 		$322K Buy
6,123
+9
+0.1% +$476 0.03% 116
2023
Q3 		$326K Hold
6,114
– – 0.03% 115
2023
Q2 		$320K Hold
6,114
– – 0.03% 117
2023
Q1 		$301K Sell
6,114
-150
-2% -$7.12K 0.03% 119
2022
Q4 		$296K Sell
6,264
-51
-0.8% -$2.42K 0.03% 117
2022
Q3 		$273K Hold
6,315
– – 0.03% 118
2022
Q2 		$256K Buy
6,315
+138
+2% +$6.36K 0.03% 130
2022
Q1 		$307K Hold
6,177
– – 0.03% 128
2021
Q4 		$298K Hold
6,177
– – 0.02% 133
2021
Q3 		$287K Buy
+6,177
New +$298K 0.03% 114

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's WMT Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Walmart Inc (WMT) stake by 2.1% in Q2 2026, buying an estimated $14K and bringing the position to 5,471 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #124.

Schaper Benz & Wise Investment Counsel first reported a position in WMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $666K in Q1 2026. 1,879 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 5,471 shares of Walmart Inc worth $620K as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 113 Walmart Inc shares in Q2 2026, an estimated $14K.
  • Walmart Inc made up 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #124 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Walmart Inc in Q3 2021 and has held it in 20 quarters since.
  • Schaper Benz & Wise Investment Counsel's Walmart Inc position peaked at $666K in Q1 2026.
  • 1,879 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.