SWM
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Selective Wealth Management’s Walmart Inc WMT Stock Holding History

Selective 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 		$627K Sell
5,487
-515
-9% -$63.9K 0.16% 63
2026
Q1 		$768K Sell
6,002
-488
-8% -$59.9K 0.23% 49
2025
Q4 		$774K Sell
6,490
-3,574
-36% -$384K 0.24% 43
2025
Q3 		$1.04M Buy
10,064
+299
+3% +$29.8K 0.33% 36
2025
Q2 		$945K Sell
9,765
-240
-2% -$22.9K 0.35% 37
2025
Q1 		$928K Sell
10,005
-272
-3% -$25.5K 0.4% 36
2024
Q4 		$933K Buy
10,277
+713
+7% +$61.9K 0.38% 40
2024
Q3 		$762K Sell
9,564
-182
-2% -$13.4K 0.32% 44
2024
Q2 		$681K Sell
9,746
-275
-3% -$17.3K 0.3% 46
2024
Q1 		$607K Buy
10,021
+205
+2% +$11.7K 0.26% 53
2023
Q4 		$516K Sell
9,816
-147
-1% -$7.78K 0.26% 44
2023
Q3 		$535K Sell
9,963
-255
-2% -$13.6K 0.29% 39
2023
Q2 		$528K Buy
+10,218
New +$515K 0.26% 47
2022
Q4 		$455K Sell
9,705
-2,295
-19% -$109K 0.24% 57
2022
Q3 		$519K Sell
12,000
-300
-2% -$13.1K 0.22% 62
2022
Q2 		$498K Hold
12,300
– – 0.18% 76
2022
Q1 		$611K Buy
12,300
+7,314
+147% +$343K 0.22% 54
2021
Q4 		$240K Hold
4,986
– – 0.1% 107
2021
Q3 		$232K Buy
4,986
+1,725
+53% +$83.1K 0.12% 94
2021
Q2 		$153K Buy
3,261
+1,461
+81% +$68K 0.12% 87
2021
Q1 		$81K Buy
1,800
+900
+100% +$41.7K 0.07% 96
2020
Q4 		$43K Hold
900
– – 0.03% 123
2020
Q3 		$42K Hold
900
– – 0.03% 106
2020
Q2 		$36K Buy
+900
New +$37K 0.03% 131

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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

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

Selective Wealth Management reduced its Walmart Inc (WMT) stake by 8.6% in Q2 2026, selling an estimated $63.9K and leaving 5,487 shares worth $627K. The position accounts for 0.16% of the portfolio, ranked #63.

Selective Wealth Management first reported a position in WMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.04M in Q3 2025. 2,116 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Selective Wealth Management held 5,487 shares of Walmart Inc worth $627K as of Q2 2026.
  • Selective Wealth Management sold 515 Walmart Inc shares in Q2 2026, an estimated $63.9K.
  • Walmart Inc made up 0.16% of Selective Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Selective Wealth Management first reported a position in Walmart Inc in Q2 2020 and has held it in 24 quarters since.
  • Selective Wealth Management's Walmart Inc position peaked at $1.04M in Q3 2025.
  • 2,116 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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