Smith Asset Management’s Walmart Inc WMT Stock Holding History

Smith 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	$503K	Sell	4,444 -15	-0.3%	-$1.86K	0.4%	56
2026 Q1	$554K	Buy	4,459 +10	+0.2%	+$1.23K	0.48%	51
2025 Q4	$496K	Buy	4,449 +24	+0.5%	+$2.58K	0.41%	52
2025 Q3	$456K	Buy	4,425 +15	+0.3%	+$1.49K	0.39%	53
2025 Q2	$431K	Hold	4,410	–	–	0.37%	54
2025 Q1	$387K	Hold	4,410	–	–	0.36%	50
2024 Q4	$398K	Buy	+4,410	New	+$383K	0.39%	50

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Smith Asset Management reduced its Walmart Inc (WMT) stake by 0.34% in Q2 2026, selling an estimated $1.86K and leaving 4,444 shares worth $503K. The position accounts for 0.4% of the portfolio, ranked #56.

Smith Asset Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $554K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Smith Asset Management held 4,444 shares of Walmart Inc worth $503K as of Q2 2026.
Smith Asset Management sold 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
Walmart Inc made up 0.4% of Smith Asset Management's portfolio in Q2 2026, its #56 holding.
Smith Asset Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Smith Asset Management's Walmart Inc position peaked at $554K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.