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Smart Money Group’s Walmart Inc WMT Stock Holding History

Smart Money Group’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 		$929K Sell
8,205
-217
-3% -$26.9K 0.24% 59
2026
Q1 		$1.05M Buy
8,422
+29
+0.3% +$3.56K 0.3% 48
2025
Q4 		$935K Sell
8,393
-352
-4% -$37.8K 0.27% 55
2025
Q3 		$901K Buy
8,745
+116
+1% +$11.5K 0.27% 56
2025
Q2 		$844K Buy
8,629
+551
+7% +$52.5K 0.26% 52
2025
Q1 		$709K Sell
8,078
-1,195
-13% -$112K 0.24% 54
2024
Q4 		$838K Hold
9,273
– – 0.29% 56
2024
Q3 		$760K Sell
9,273
-202
-2% -$14.8K 0.27% 55
2024
Q2 		$650K Buy
9,475
+323
+4% +$20.3K 0.23% 56
2024
Q1 		$543K Buy
9,152
+236
+3% +$13.5K 0.21% 56
2023
Q4 		$469K Sell
8,916
-6,756
-43% -$357K 0.2% 53
2023
Q3 		$836K Buy
15,672
+6,756
+76% +$360K 0.4% 38
2023
Q2 		$467K Sell
8,916
-57
-0.6% -$2.88K 0.22% 44
2023
Q1 		$452K Sell
8,973
-156
-2% -$7.4K 0.23% 36
2022
Q4 		$431K Hold
9,129
– – 0.23% 37
2022
Q3 		$395K Buy
9,129
+567
+7% +$24.8K 0.27% 35
2022
Q2 		$347K Buy
8,562
+69
+0.8% +$3.18K 0.24% 41
2022
Q1 		$422K Buy
8,493
+207
+2% +$9.72K 0.28% 44
2021
Q4 		$400K Sell
8,286
-81
-1% -$3.87K 0.26% 50
2021
Q3 		$389K Buy
8,367
+15
+0.2% +$723 0.28% 45
2021
Q2 		$333K Sell
8,352
-144
-2% -$6.71K 0.38% 34
2021
Q1 		$385K Buy
8,496
+30
+0.4% +$1.39K 0.32% 46
2020
Q4 		$407K Sell
8,466
-1,464
-15% -$71.1K 0.34% 39
2020
Q3 		$463K Buy
9,930
+123
+1% +$5.47K 0.2% 70
2020
Q2 		$391K Buy
9,807
+51
+0.5% +$2.1K 0.23% 60
2020
Q1 		$370K Sell
9,756
-3
-0% -$115 0.26% 61
2019
Q4 		$387K Buy
9,759
+120
+1% +$4.76K 0.23% 61
2019
Q3 		$381K Sell
9,639
-30
-0.3% -$1.13K 0.31% 53
2019
Q2 		$357K Buy
9,669
+1,677
+21% +$57.8K 0.29% 52
2019
Q1 		$260K Buy
7,992
+45
+0.6% +$1.46K 0.23% 57
2018
Q4 		$247K Sell
7,947
-270
-3% -$8.66K 0.26% 54
2018
Q3 		$257K Buy
+8,217
New +$251K 0.23% 51

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

Smart Money Group's WMT Position: Q2 2026 in Review

Smart Money Group reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $26.9K and leaving 8,205 shares worth $929K. The position accounts for 0.24% of the portfolio, ranked #59.

Smart Money Group first reported a position in WMT in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.05M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Smart Money Group held 8,205 shares of Walmart Inc worth $929K as of Q2 2026.
  • Smart Money Group sold 217 Walmart Inc shares in Q2 2026, an estimated $26.9K.
  • Walmart Inc made up 0.24% of Smart Money Group's portfolio in Q2 2026, its #59 holding.
  • Smart Money Group first reported a position in Walmart Inc in Q3 2018 and has held it in 32 quarters since.
  • Smart Money Group's Walmart Inc position peaked at $1.05M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.