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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
2025
Q2 		– Hold
0
– -$43.9K – 667
2025
Q1 		– Hold
0
– – – 552
2024
Q3 		– Hold
0
– -$102K – 613
2024
Q2 		– Hold
0
– – – 501
2020
Q4 		– Sell
-3,000
Closed -$140K – 368
2020
Q3 		$140K Hold
3,000
– – 0.02% 261
2020
Q2 		$120K Buy
+3,000
New +$123K 0.02% 241

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.