StoneCrest Wealth Management’s Walmart Inc WMT Stock Holding History

StoneCrest 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	$208K	Sell	1,834 -291	-14%	-$36.1K	0.07%	71
2026 Q1	$264K	Sell	2,125 -226	-10%	-$27.7K	0.11%	70
2025 Q4	$262K	Sell	2,351 -49	-2%	-$5.26K	0.11%	70
2025 Q3	$247K	Sell	2,400 -36	-1%	-$3.58K	0.11%	67
2025 Q2	$238K	Sell	2,436 -113	-4%	-$10.8K	0.11%	68
2025 Q1	$224K	Sell	2,549 -162	-6%	-$15.2K	0.14%	64
2024 Q4	$245K	Sell	2,711 -173	-6%	-$15K	0.16%	57
2024 Q3	$233K	Buy	+2,884	New	+$212K	0.17%	57

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

StoneCrest Wealth Management's WMT Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its Walmart Inc (WMT) stake by 14% in Q2 2026, selling an estimated $36.1K and leaving 1,834 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #71.

StoneCrest Wealth Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $264K in Q1 2026. 1,893 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

StoneCrest Wealth Management held 1,834 shares of Walmart Inc worth $208K as of Q2 2026.
StoneCrest Wealth Management sold 291 Walmart Inc shares in Q2 2026, an estimated $36.1K.
Walmart Inc made up 0.07% of StoneCrest Wealth Management's portfolio in Q2 2026, its #71 holding.
StoneCrest Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
StoneCrest Wealth Management's Walmart Inc position peaked at $264K in Q1 2026.
1,893 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.