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Simplify Asset Management’s Walmart Inc WMT Stock Holding History

Simplify 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 		$1.91M Buy
16,890
+2,673
+19% +$332K 0.03% 62
2026
Q1 		$1.77M Sell
14,217
-1,277
-8% -$157K 0.03% 57
2025
Q4 		$1.73M Buy
15,494
+1,609
+12% +$173K 0.03% 71
2025
Q3 		$1.43M Buy
+13,885
New +$1.38M 0.03% 69

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Simplify Asset Management's WMT Position: Q2 2026 in Review

Simplify Asset Management increased its Walmart Inc (WMT) stake by 19% in Q2 2026, buying an estimated $332K and bringing the position to 16,890 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #62.

Simplify Asset Management first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Simplify Asset Management held 16,890 shares of Walmart Inc worth $1.91M as of Q2 2026.
  • Simplify Asset Management bought 2,673 Walmart Inc shares in Q2 2026, an estimated $332K.
  • Walmart Inc made up 0.03% of Simplify Asset Management's portfolio in Q2 2026, its #62 holding.
  • Simplify Asset Management first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.