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Smith Salley Wealth Management’s Walmart Inc WMT Stock Holding History

Smith Salley 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 		$10M Buy
88,401
+4,010
+5% +$498K 0.44% 59
2026
Q1 		$10.5M Sell
84,391
-2,709
-3% -$333K 0.53% 54
2025
Q4 		$9.7M Buy
87,100
+5,614
+7% +$603K 0.48% 55
2025
Q3 		$8.4M Buy
81,486
+6,104
+8% +$608K 0.43% 53
2025
Q2 		$7.37M Buy
75,382
+5,399
+8% +$514K 0.43% 51
2025
Q1 		$6.14M Buy
69,983
+483
+0.7% +$45.3K 0.4% 56
2024
Q4 		$6.28M Sell
69,500
-607
-0.9% -$52.7K 0.4% 53
2024
Q3 		$5.66M Buy
70,107
+6,344
+10% +$466K 0.37% 56
2024
Q2 		$4.32M Buy
63,763
+1,701
+3% +$107K 0.31% 59
2024
Q1 		$3.73M Sell
62,062
-11,570
-16% -$662K 0.29% 63
2023
Q4 		$3.87M Buy
73,632
+29,790
+68% +$1.58M 0.25% 69
2023
Q3 		$2.34M Buy
43,842
+33,207
+312% +$1.77M 0.17% 94
2023
Q2 		$557K Buy
10,635
+1,530
+17% +$77.2K 0.04% 159
2023
Q1 		$448K Sell
9,105
-192
-2% -$9.11K 0.04% 179
2022
Q4 		$439K Buy
9,297
+180
+2% +$8.55K 0.04% 172
2022
Q3 		$394K Buy
+9,117
New +$399K 0.04% 177
2022
Q2 		– Sell
-9,039
Closed -$449K – 250
2022
Q1 		$449K Hold
9,039
– – 0.03% 186
2021
Q4 		$436K Buy
9,039
+594
+7% +$28.4K 0.03% 191
2021
Q3 		$393K Buy
8,445
+306
+4% +$14.7K 0.03% 200
2021
Q2 		$382K Buy
8,139
+387
+5% +$18K 0.03% 202
2021
Q1 		$351K Buy
+7,752
New +$359K 0.03% 200
2018
Q4 		– Sell
-6,909
Closed -$216K – 191
2018
Q3 		$216K Buy
+6,909
New +$211K 0.03% 178
2018
Q1 		– Sell
-12,651
Closed -$417K – 187
2017
Q4 		$417K Buy
+12,651
New +$387K 0.07% 128
2017
Q3 		– Sell
-14,619
Closed -$369K – 179
2017
Q2 		$369K Sell
14,619
-2,574
-15% -$65.3K 0.07% 127
2017
Q1 		$413K Sell
17,193
-256,227
-94% -$5.9M 0.08% 119
2016
Q4 		$6.3M Buy
273,420
+3,222
+1% +$75.2K 1.31% 26
2016
Q3 		$6.5M Buy
270,198
+13,140
+5% +$319K 1.44% 21
2016
Q2 		$6.26M Buy
257,058
+25,638
+11% +$593K 1.46% 21
2016
Q1 		$5.28M Buy
+231,420
New +$5.07M 1.32% 29
2015
Q2 		– Sell
-12,060
Closed -$331K – 168
2015
Q1 		$331K Buy
12,060
+840
+7% +$23.8K 0.08% 132
2014
Q4 		$322K Sell
11,220
-7,515
-40% -$203K 0.08% 135
2014
Q3 		$478K Sell
18,735
-6,975
-27% -$176K 0.13% 137
2014
Q2 		$644K Buy
+25,710
New +$660K 0.17% 119
2014
Q1 		– Sell
-125,694
Closed -$3.3M – 114
2013
Q4 		$3.3M Buy
125,694
+348
+0.3% +$8.99K 2.15% 16
2013
Q3 		$3.09M Sell
125,346
-81
-0.1% -$2.04K 2.49% 13
2013
Q2 		$3.11M Buy
+125,427
New +$3.21M 2.5% 9

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Smith Salley Wealth Management's WMT Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Walmart Inc (WMT) stake by 4.8% in Q2 2026, buying an estimated $498K and bringing the position to 88,401 shares worth $10M. The position accounts for 0.44% of the portfolio, ranked #59.

Smith Salley Wealth Management first reported a position in WMT in Q2 2013 and has held it in 36 quarters since. The position peaked at $10.5M in Q1 2026. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Smith Salley Wealth Management held 88,401 shares of Walmart Inc worth $10M as of Q2 2026.
  • Smith Salley Wealth Management bought 4,010 Walmart Inc shares in Q2 2026, an estimated $498K.
  • Walmart Inc made up 0.44% of Smith Salley Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Smith Salley Wealth Management first reported a position in Walmart Inc in Q2 2013 and has held it in 36 quarters since.
  • Smith Salley Wealth Management's Walmart Inc position peaked at $10.5M in Q1 2026.
  • 1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.