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Tanager Wealth Management’s Walmart Inc WMT Stock Holding History

Tanager 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 		$596K Buy
5,260
+560
+12% +$69.5K 0.05% 87
2026
Q1 		$584K Buy
4,700
+533
+13% +$65.4K 0.06% 77
2025
Q4 		$464K Buy
4,167
+1,971
+90% +$212K 0.05% 85
2025
Q3 		$226K Buy
2,196
+107
+5% +$10.7K 0.02% 117
2025
Q2 		$204K Buy
+2,089
New +$199K 0.02% 116

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

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

Tanager Wealth Management increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $69.5K and bringing the position to 5,260 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #87.

Tanager Wealth Management first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Tanager Wealth Management held 5,260 shares of Walmart Inc worth $596K as of Q2 2026.
  • Tanager Wealth Management bought 560 Walmart Inc shares in Q2 2026, an estimated $69.5K.
  • Walmart Inc made up 0.05% of Tanager Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Tanager Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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