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TLW Wealth Management’s Walmart Inc WMT Stock Holding History

TLW 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 		$15.9M Sell
140,654
-8,685
-6% -$1.08M 9.01% 4
2026
Q1 		$18.6M Buy
149,339
+460
+0.3% +$56.5K 10.87% 3
2025
Q4 		$16.6M Sell
148,879
-7,276
-5% -$781K 9.57% 4
2025
Q3 		$16.1M Sell
156,155
-5,749
-4% -$572K 9.21% 4
2025
Q2 		$15.8M Buy
161,904
+445
+0.3% +$42.4K 8.82% 5
2025
Q1 		$14.2M Buy
161,459
+2,082
+1% +$195K 8.51% 4
2024
Q4 		$14.4M Buy
159,377
+492
+0.3% +$42.7K 8.58% 4
2024
Q3 		$12.8M Sell
158,885
-197
-0.1% -$14.5K 7.62% 7
2024
Q2 		$10.8M Sell
159,082
-2,772
-2% -$175K 6.71% 9
2024
Q1 		$9.74M Sell
161,854
-248
-0.2% -$14.2K 6.2% 9
2023
Q4 		$8.52M Buy
162,102
+10,179
+7% +$539K 6.07% 9
2023
Q3 		$8.1M Sell
151,923
-123
-0.1% -$6.54K 6.15% 8
2023
Q2 		$7.97M Sell
152,046
-1,017
-0.7% -$51.3K 5.74% 8
2023
Q1 		$7.52M Sell
153,063
-1,176
-0.8% -$55.8K 5.68% 8
2022
Q4 		$7.29M Sell
154,239
-7,836
-5% -$372K 5.9% 8
2022
Q3 		$7.01M Sell
162,075
-23,880
-13% -$1.05M 6.11% 9
2022
Q2 		$7.54M Sell
185,955
-7,314
-4% -$337K 5.88% 9
2022
Q1 		$9.59M Sell
193,269
-921
-0.5% -$43.2K 5.62% 11
2021
Q4 		$9.37M Buy
194,190
+20,760
+12% +$991K 4.99% 13
2021
Q3 		$8.06M Buy
173,430
+5,787
+3% +$279K 4.4% 14
2021
Q2 		$7.88M Buy
167,643
+480
+0.3% +$22.4K 4.38% 14
2021
Q1 		$7.57M Buy
167,163
+22,932
+16% +$1.06M 4.6% 12
2020
Q4 		$6.93M Buy
144,231
+1,272
+0.9% +$61.8K 4.47% 12
2020
Q3 		$6.67M Buy
142,959
+186
+0.1% +$8.27K 4.96% 11
2020
Q2 		$5.7M Buy
142,773
+54,519
+62% +$2.24M 4.92% 11
2020
Q1 		$3.34M Buy
88,254
+627
+0.7% +$24.1K 3.66% 15
2019
Q4 		$3.47M Buy
87,627
+21,666
+33% +$860K 3.02% 18
2019
Q3 		$2.61M Buy
65,961
+1,392
+2% +$52.5K 2.45% 21
2019
Q2 		$2.38M Buy
+64,569
New +$2.23M 2.32% 22

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

TLW Wealth Management reduced its Walmart Inc (WMT) stake by 5.8% in Q2 2026, selling an estimated $1.08M and leaving 140,654 shares worth $15.9M. The position accounts for 9.01% of the portfolio, ranked #4.

TLW Wealth Management first reported a position in WMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.6M in Q1 2026. 1,947 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • TLW Wealth Management held 140,654 shares of Walmart Inc worth $15.9M as of Q2 2026.
  • TLW Wealth Management sold 8,685 Walmart Inc shares in Q2 2026, an estimated $1.08M.
  • Walmart Inc made up 9.01% of TLW Wealth Management's portfolio in Q2 2026, its #4 holding.
  • TLW Wealth Management first reported a position in Walmart Inc in Q2 2019 and has held it in 29 quarters since.
  • TLW Wealth Management's Walmart Inc position peaked at $18.6M in Q1 2026.
  • 1,947 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TLW Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.