SRS
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Strong Retirement Solutions’s Walmart Inc WMT Stock Holding History

Strong Retirement Solutions’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 		$3.31M Buy
29,223
+3,600
+14% +$447K 1.98% 19
2026
Q1 		$3.18M Sell
25,623
-2,811
-10% -$345K 2.23% 12
2025
Q4 		$3.17M Buy
+28,434
New +$3.05M 2.13% 13

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strong Retirement Solutions's WMT Position: Q2 2026 in Review

Strong Retirement Solutions increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $447K and bringing the position to 29,223 shares worth $3.31M. The position accounts for 1.98% of the portfolio, ranked #19.

Strong Retirement Solutions first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strong Retirement Solutions held 29,223 shares of Walmart Inc worth $3.31M as of Q2 2026.
  • Strong Retirement Solutions bought 3,600 Walmart Inc shares in Q2 2026, an estimated $447K.
  • Walmart Inc made up 1.98% of Strong Retirement Solutions's portfolio in Q2 2026, its #19 holding.
  • Strong Retirement Solutions first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strong Retirement Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.