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TradeWell Securities’s Walmart Inc WMT Stock Holding History

TradeWell Securities’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 		– Sell
-1,673
Closed -$208K – 53
2026
Q1 		$208K Buy
+1,673
New +$205K 0.09% 50

Other funds holding WMT

Jennison Associates
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

TradeWell Securities's WMT Position: Q2 2026 in Review

TradeWell Securities sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,673 shares — an estimated $208K sold.

TradeWell Securities first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 2,256 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • TradeWell Securities reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • TradeWell Securities sold 1,673 Walmart Inc shares in Q2 2026, an estimated $208K.
  • TradeWell Securities first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
  • TradeWell Securities's Walmart Inc position peaked at $208K in Q1 2026.
  • 2,256 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.