Silvia McColl Wealth Management’s Walmart Inc WMT Stock Holding History

Silvia McColl 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	$1.71M	Hold	15,078	–	–	1.03%	30
2026 Q1	$1.87M	Hold	15,078	–	–	1.23%	21
2025 Q4	$1.68M	Hold	15,078	–	–	1.12%	26
2025 Q3	$1.55M	Hold	15,078	–	–	1.05%	31
2025 Q2	$1.47M	Sell	15,078 -317	-2%	-$30.2K	1.07%	28
2025 Q1	$1.35M	Buy	15,395 +149	+1%	+$14K	1.02%	23
2024 Q4	$1.38M	Sell	15,246 -85	-0.6%	-$7.38K	1.03%	24
2024 Q3	$1.24M	Hold	15,331	–	–	0.93%	26
2024 Q2	$1.04M	Buy	15,331 +75	+0.5%	+$4.72K	0.86%	28
2024 Q1	$925K	Buy	15,256 +325	+2%	+$18.6K	0.79%	31
2023 Q4	$785K	Sell	14,931 -300	-2%	-$15.9K	0.71%	36
2023 Q3	$812K	Buy	15,231 +6	+0%	+$319	0.81%	32
2023 Q2	$798K	Buy	15,225 +471	+3%	+$23.8K	0.74%	35
2023 Q1	$725K	Buy	14,754 +84	+0.6%	+$3.99K	0.72%	34
2022 Q4	$693K	Buy	+14,670	New	+$697K	0.68%	36

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Silvia McColl Wealth Management's WMT Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 15,078 shares worth $1.71M. The position accounts for 1.03% of the portfolio, ranked #30.

Silvia McColl Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Silvia McColl Wealth Management held 15,078 shares of Walmart Inc worth $1.71M as of Q2 2026.
Silvia McColl Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 1.03% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #30 holding.
Silvia McColl Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's Walmart Inc position peaked at $1.87M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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