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Thrive Wealth Management’s Walmart Inc WMT Stock Holding History

Thrive 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 		$781K Buy
6,894
+343
+5% +$42.6K 0.1% 99
2026
Q1 		$814K Buy
6,551
+451
+7% +$55.4K 0.12% 89
2025
Q4 		$680K Sell
6,100
-39
-0.6% -$4.19K 0.1% 105
2025
Q3 		$633K Sell
6,139
-224
-4% -$22.3K 0.1% 111
2025
Q2 		$622K Buy
6,363
+304
+5% +$29K 0.1% 107
2025
Q1 		$532K Sell
6,059
-582
-9% -$54.6K 0.1% 110
2024
Q4 		$600K Sell
6,641
-155
-2% -$13.4K 0.11% 103
2024
Q3 		$549K Sell
6,796
-180
-3% -$13.2K 0.1% 105
2024
Q2 		$472K Sell
6,976
-15
-0.2% -$945 0.09% 110
2024
Q1 		$421K Buy
6,991
+1,162
+20% +$66.5K 0.09% 124
2023
Q4 		$306K Sell
5,829
-264
-4% -$14K 0.07% 144
2023
Q3 		$325K Buy
6,093
+369
+6% +$19.6K 0.09% 122
2023
Q2 		$300K Buy
5,724
+318
+6% +$16K 0.08% 134
2023
Q1 		$266K Buy
5,406
+945
+21% +$44.9K 0.07% 138
2022
Q4 		$211K Buy
+4,461
New +$212K 0.06% 148

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
EB
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

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

Thrive Wealth Management increased its Walmart Inc (WMT) stake by 5.2% in Q2 2026, buying an estimated $42.6K and bringing the position to 6,894 shares worth $781K. The position accounts for 0.1% of the portfolio, ranked #99.

Thrive Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $814K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Thrive Wealth Management held 6,894 shares of Walmart Inc worth $781K as of Q2 2026.
  • Thrive Wealth Management bought 343 Walmart Inc shares in Q2 2026, an estimated $42.6K.
  • Walmart Inc made up 0.1% of Thrive Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Thrive Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Thrive Wealth Management's Walmart Inc position peaked at $814K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.