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Shulman DeMeo Asset Management’s Walmart Inc WMT Stock Holding History

Shulman DeMeo Asset 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 		$2.06M Sell
18,165
-32
-0.2% -$3.97K 0.38% 23
2026
Q1 		$2.26M Sell
18,197
-99
-0.5% -$12.2K 0.48% 19
2025
Q4 		$2.04M Sell
18,296
-16
-0.1% -$1.72K 0.46% 19
2025
Q3 		$1.89M Buy
18,312
+572
+3% +$56.9K 0.43% 20
2025
Q2 		$1.73M Sell
17,740
-432
-2% -$41.2K 0.43% 19
2025
Q1 		$1.6M Buy
18,172
+4
+0% +$375 0.45% 18
2024
Q4 		$1.64M Sell
18,168
-1,246
-6% -$108K 0.44% 18
2024
Q3 		$1.57M Buy
19,414
+24
+0.1% +$1.76K 0.38% 21
2024
Q2 		$1.31M Sell
19,390
-252
-1% -$15.9K 0.34% 22
2024
Q1 		$1.18M Buy
19,642
+28
+0.1% +$1.6K 0.31% 26
2023
Q4 		$1.03M Buy
19,614
+531
+3% +$28.1K 0.29% 30
2023
Q3 		$1.02M Sell
19,083
-609
-3% -$32.4K 0.34% 30
2023
Q2 		$1.03M Sell
19,692
-870
-4% -$43.9K 0.31% 30
2023
Q1 		$1.01M Buy
20,562
+138
+0.7% +$6.55K 0.32% 30
2022
Q4 		$965K Sell
20,424
-183
-0.9% -$8.69K 0.32% 32
2022
Q3 		$891K Sell
20,607
-300
-1% -$13.1K 0.32% 33
2022
Q2 		$847K Buy
20,907
+93
+0.4% +$4.29K 0.28% 37
2022
Q1 		$1.03M Buy
20,814
+183
+0.9% +$8.59K 0.29% 37
2021
Q4 		$995K Sell
20,631
-804
-4% -$38.4K 0.26% 39
2021
Q3 		$996K Buy
+21,435
New +$1.03M 0.86% 22
2021
Q2 		– Sell
-21,540
Closed -$975K – 144
2021
Q1 		$975K Buy
21,540
+1,083
+5% +$50.2K 0.27% 44
2020
Q4 		$983K Buy
20,457
+429
+2% +$20.8K 0.28% 41
2020
Q3 		$934K Sell
20,028
-351
-2% -$15.6K 0.31% 36
2020
Q2 		$814K Sell
20,379
-12
-0.1% -$494 0.31% 36
2020
Q1 		$772K Sell
20,391
-1,665
-8% -$64K 0.36% 35
2019
Q4 		$874K Buy
22,056
+1,881
+9% +$74.7K 0.3% 39
2019
Q3 		$798K Buy
20,175
+1,353
+7% +$51.1K 0.27% 42
2019
Q2 		$693K Buy
18,822
+7,233
+62% +$249K 0.26% 42
2019
Q1 		$377K Buy
+11,589
New +$376K 0.14% 73

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Shulman DeMeo Asset Management's WMT Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Walmart Inc (WMT) stake by 0.18% in Q2 2026, selling an estimated $3.97K and leaving 18,165 shares worth $2.06M. The position accounts for 0.38% of the portfolio, ranked #23.

Shulman DeMeo Asset Management first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.26M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Shulman DeMeo Asset Management held 18,165 shares of Walmart Inc worth $2.06M as of Q2 2026.
  • Shulman DeMeo Asset Management sold 32 Walmart Inc shares in Q2 2026, an estimated $3.97K.
  • Walmart Inc made up 0.38% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #23 holding.
  • Shulman DeMeo Asset Management first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's Walmart Inc position peaked at $2.26M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.