Stewardship Advisors’s Walmart Inc WMT Stock Holding History

Stewardship Advisors’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	$547K	Buy	4,831 +249	+5%	+$30.9K	0.11%	92
2026 Q1	$569K	Buy	4,582 +17	+0.4%	+$2.09K	0.13%	80
2025 Q4	$509K	Buy	4,565 +147	+3%	+$15.8K	0.12%	87
2025 Q3	$455K	Buy	4,418 +78	+2%	+$7.76K	0.11%	92
2025 Q2	$424K	Sell	4,340 -90	-2%	-$8.57K	0.11%	90
2025 Q1	$389K	Sell	4,430 -25	-0.6%	-$2.35K	0.11%	94
2024 Q4	$403K	Buy	4,455 +569	+15%	+$49.4K	0.11%	100
2024 Q3	$314K	Buy	+3,886	New	+$285K	0.09%	99

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

Stewardship Advisors's WMT Position: Q2 2026 in Review

Stewardship Advisors increased its Walmart Inc (WMT) stake by 5.4% in Q2 2026, buying an estimated $30.9K and bringing the position to 4,831 shares worth $547K. The position accounts for 0.11% of the portfolio, ranked #92.

Stewardship Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $569K in Q1 2026. 2,135 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Stewardship Advisors held 4,831 shares of Walmart Inc worth $547K as of Q2 2026.
Stewardship Advisors bought 249 Walmart Inc shares in Q2 2026, an estimated $30.9K.
Walmart Inc made up 0.11% of Stewardship Advisors's portfolio in Q2 2026, its #92 holding.
Stewardship Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Stewardship Advisors's Walmart Inc position peaked at $569K in Q1 2026.
2,135 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.