Summit Wealth Group (Colorado)’s Walmart Inc WMT Stock Holding History

Summit Wealth Group (Colorado)’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	$2.53M	Buy	22,345 +6,900	+45%	+$857K	0.21%	62
2026 Q1	$1.92M	Buy	15,445 +1,488	+11%	+$183K	0.2%	65
2025 Q4	$1.55M	Buy	+13,957	New	+$1.5M	0.21%	70
2025 Q3	–	Sell	-13,823	Closed	-$1.35M	–	460
2025 Q2	$1.35M	Buy	+13,823	New	+$1.32M	0.34%	71

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

ATO

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WMT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Walmart Inc (WMT) stake by 45% in Q2 2026, buying an estimated $857K and bringing the position to 22,345 shares worth $2.53M. The position accounts for 0.21% of the portfolio, ranked #62.

Summit Wealth Group (Colorado) first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 1,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Summit Wealth Group (Colorado) held 22,345 shares of Walmart Inc worth $2.53M as of Q2 2026.
Summit Wealth Group (Colorado) bought 6,900 Walmart Inc shares in Q2 2026, an estimated $857K.
Walmart Inc made up 0.21% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #62 holding.
Summit Wealth Group (Colorado) first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
1,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.