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StrongBox Wealth’s Walmart Inc WMT Stock Holding History

StrongBox 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 		$505K Sell
4,461
-40
-0.9% -$4.97K 0.14% 77
2026
Q1 		$559K Hold
4,501
– – 0.18% 72
2025
Q4 		$501K Buy
4,501
+380
+9% +$40.8K 0.16% 68
2025
Q3 		$425K Sell
4,121
-135
-3% -$13.4K 0.14% 72
2025
Q2 		$416K Sell
4,256
-527
-11% -$50.2K 0.16% 71
2025
Q1 		$420K Buy
4,783
+275
+6% +$25.8K 0.18% 69
2024
Q4 		$407K Sell
4,508
-864
-16% -$75K 0.17% 67
2024
Q3 		$434K Buy
5,372
+1,666
+45% +$122K 0.19% 63
2024
Q2 		$251K Buy
+3,706
New +$233K 0.12% 81
2024
Q1 		– Sell
-4,089
Closed -$215K – 83
2023
Q4 		$215K Sell
4,089
-405
-9% -$21.4K 0.13% 74
2023
Q3 		$240K Sell
4,494
-129
-3% -$6.87K 0.15% 74
2023
Q2 		$242K Buy
4,623
+282
+6% +$14.2K 0.15% 79
2023
Q1 		$213K Buy
4,341
+3
+0.1% +$142 0.14% 83
2022
Q4 		$205K Sell
4,338
-870
-17% -$41.3K 0.15% 78
2022
Q3 		$225K Buy
5,208
+3
+0.1% +$131 0.16% 73
2022
Q2 		$211K Sell
5,205
-402
-7% -$18.5K 0.14% 81
2022
Q1 		$278K Sell
5,607
-1,353
-19% -$63.5K 0.16% 81
2021
Q4 		$336K Buy
6,960
+75
+1% +$3.58K 0.17% 82
2021
Q3 		$320K Sell
6,885
-702
-9% -$33.8K 0.18% 85
2021
Q2 		$357K Buy
7,587
+129
+2% +$6.01K 0.2% 78
2021
Q1 		$338K Hold
7,458
– – 0.21% 72
2020
Q4 		$358K Sell
7,458
-900
-11% -$43.7K 0.23% 69
2020
Q3 		$390K Buy
8,358
+2,448
+41% +$109K 0.29% 60
2020
Q2 		$236K Sell
5,910
-240
-4% -$9.87K 0.22% 76
2020
Q1 		$233K Buy
+6,150
New +$237K 0.26% 74

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

StrongBox Wealth's WMT Position: Q2 2026 in Review

StrongBox Wealth reduced its Walmart Inc (WMT) stake by 0.89% in Q2 2026, selling an estimated $4.97K and leaving 4,461 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #77.

StrongBox Wealth first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $559K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • StrongBox Wealth held 4,461 shares of Walmart Inc worth $505K as of Q2 2026.
  • StrongBox Wealth sold 40 Walmart Inc shares in Q2 2026, an estimated $4.97K.
  • Walmart Inc made up 0.14% of StrongBox Wealth's portfolio in Q2 2026, its #77 holding.
  • StrongBox Wealth first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • StrongBox Wealth's Walmart Inc position peaked at $559K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.