Sendero Wealth Management’s Walmart Inc WMT Stock Holding History

Sendero 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	$969K	Buy	8,558 +2,651	+45%	+$329K	0.1%	125
2026 Q1	$734K	Buy	5,907 +26	+0.4%	+$3.19K	0.08%	135
2025 Q4	$655K	Buy	5,881 +539	+10%	+$57.9K	0.07%	138
2025 Q3	$551K	Buy	5,342 +416	+8%	+$41.4K	0.06%	140
2025 Q2	$482K	Buy	4,926 +11	+0.2%	+$1.05K	0.06%	145
2025 Q1	$432K	Buy	4,915 +211	+4%	+$19.8K	0.06%	144
2024 Q4	$425K	Buy	4,704 +231	+5%	+$20K	0.06%	139
2024 Q3	$361K	Buy	4,473 +5	+0.1%	+$367	0.06%	139
2024 Q2	$303K	Buy	4,468 +112	+3%	+$7.05K	0.05%	143
2024 Q1	$262K	Buy	4,356 +447	+11%	+$25.6K	0.05%	148
2023 Q4	$205K	Buy	3,909 +6	+0.2%	+$317	0.04%	146
2023 Q3	$208K	Buy	3,903 +6	+0.2%	+$319	0.04%	149
2023 Q2	$204K	Buy	+3,897	New	+$197K	0.04%	146

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Sendero Wealth Management increased its Walmart Inc (WMT) stake by 45% in Q2 2026, buying an estimated $329K and bringing the position to 8,558 shares worth $969K. The position accounts for 0.1% of the portfolio, ranked #125.

Sendero Wealth Management first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sendero Wealth Management held 8,558 shares of Walmart Inc worth $969K as of Q2 2026.
Sendero Wealth Management bought 2,651 Walmart Inc shares in Q2 2026, an estimated $329K.
Walmart Inc made up 0.1% of Sendero Wealth Management's portfolio in Q2 2026, its #125 holding.
Sendero Wealth Management first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.