The Wealth Group’s Walmart Inc WMT Stock Holding History

The Wealth Group’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	$515K	Buy	4,547 +268	+6%	+$33.3K	0.1%	59
2026 Q1	$532K	Hold	4,279	–	–	0.12%	52
2025 Q4	$477K	Sell	4,279 -376	-8%	-$40.4K	0.11%	56
2025 Q3	$480K	Buy	4,655 +60	+1%	+$5.97K	0.11%	54
2025 Q2	$449K	Hold	4,595	–	–	0.11%	52
2025 Q1	$403K	Buy	4,595 +200	+5%	+$18.8K	0.12%	44
2024 Q4	$397K	Hold	4,395	–	–	0.11%	40
2024 Q3	$355K	Sell	4,395 -300	-6%	-$22K	0.1%	43
2024 Q2	$318K	Sell	4,695 -9	-0.2%	-$567	0.1%	45
2024 Q1	$284K	Sell	4,704 -756	-14%	-$43.3K	0.09%	48
2023 Q4	$309K	Buy	+5,460	New	+$289K	0.1%	44

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

The Wealth Group's WMT Position: Q2 2026 in Review

The Wealth Group increased its Walmart Inc (WMT) stake by 6.3% in Q2 2026, buying an estimated $33.3K and bringing the position to 4,547 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #59.

The Wealth Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $532K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

The Wealth Group held 4,547 shares of Walmart Inc worth $515K as of Q2 2026.
The Wealth Group bought 268 Walmart Inc shares in Q2 2026, an estimated $33.3K.
Walmart Inc made up 0.1% of The Wealth Group's portfolio in Q2 2026, its #59 holding.
The Wealth Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
The Wealth Group's Walmart Inc position peaked at $532K in Q1 2026.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.