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SteelPeak Wealth’s Walmart Inc WMT Stock Holding History

SteelPeak Wealth’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 		$6.39M Buy
56,448
+12,999
+30% +$1.61M 0.17% 112
2026
Q1 		$5.41M Buy
43,449
+5,123
+13% +$629K 0.17% 107
2025
Q4 		$4.27M Buy
38,326
+1,780
+5% +$191K 0.14% 110
2025
Q3 		$3.77M Buy
36,546
+13,980
+62% +$1.39M 0.13% 128
2025
Q2 		$2.21M Buy
22,566
+1,982
+10% +$189K 0.09% 183
2025
Q1 		$1.81M Sell
20,584
-29,085
-59% -$2.73M 0.08% 190
2024
Q4 		$4.5M Sell
49,669
-1,001
-2% -$86.9K 0.18% 101
2024
Q3 		$4.09M Buy
50,670
+6,001
+13% +$441K 0.18% 98
2024
Q2 		$3.02M Buy
44,669
+28,344
+174% +$1.78M 0.14% 118
2024
Q1 		$986K Sell
16,325
-21,040
-56% -$1.2M 0.05% 220
2023
Q4 		$1.97M Sell
37,365
-9,432
-20% -$499K 0.11% 141
2023
Q3 		$2.49M Buy
46,797
+28,137
+151% +$1.5M 0.16% 118
2023
Q2 		$978K Buy
18,660
+282
+2% +$14.2K 0.06% 188
2023
Q1 		$907K Sell
18,378
-128,907
-88% -$6.12M 0.06% 172
2022
Q4 		$7M Buy
147,285
+77,928
+112% +$3.7M 0.51% 53
2022
Q3 		$3M Buy
69,357
+7,950
+13% +$348K 0.22% 85
2022
Q2 		$2.49M Sell
61,407
-12,048
-16% -$556K 0.18% 98
2022
Q1 		$3.65M Sell
73,455
-702
-0.9% -$33K 0.21% 88
2021
Q4 		$3.58M Buy
74,157
+3,819
+5% +$182K 0.2% 89
2021
Q3 		$3.27M Sell
70,338
-279
-0.4% -$13.4K 0.22% 86
2021
Q2 		$3.32M Buy
70,617
+8,187
+13% +$381K 0.23% 89
2021
Q1 		$2.83M Buy
62,430
+10,197
+20% +$472K 0.22% 86
2020
Q4 		$2.51M Buy
52,233
+8,460
+19% +$411K 0.23% 89
2020
Q3 		$2.04M Sell
43,773
-14,658
-25% -$652K 0.22% 90
2020
Q2 		$2.33M Buy
58,431
+16,617
+40% +$684K 0.29% 74
2020
Q1 		$1.58M Sell
41,814
-10,581
-20% -$407K 0.25% 86
2019
Q4 		$2.08M Buy
+52,395
New +$2.08M 0.29% 75

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

SteelPeak Wealth's WMT Position: Q2 2026 in Review

SteelPeak Wealth increased its Walmart Inc (WMT) stake by 30% in Q2 2026, buying an estimated $1.61M and bringing the position to 56,448 shares worth $6.39M. The position accounts for 0.17% of the portfolio, ranked #112.

SteelPeak Wealth first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7M in Q4 2022. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SteelPeak Wealth held 56,448 shares of Walmart Inc worth $6.39M as of Q2 2026.
  • SteelPeak Wealth bought 12,999 Walmart Inc shares in Q2 2026, an estimated $1.61M.
  • Walmart Inc made up 0.17% of SteelPeak Wealth's portfolio in Q2 2026, its #112 holding.
  • SteelPeak Wealth first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Walmart Inc position peaked at $7M in Q4 2022.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.