Triangle Securities Wealth Management’s Walmart Inc WMT Stock Holding History

Triangle Securities 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	$1.41M	Sell	12,472 -390	-3%	-$48.4K	0.28%	86
2026 Q1	$1.6M	Sell	12,862 -137	-1%	-$16.8K	0.36%	72
2025 Q4	$1.45M	Sell	12,999 -206	-2%	-$22.1K	0.31%	80
2025 Q3	$1.36M	Buy	13,205 +1,950	+17%	+$194K	0.31%	80
2025 Q2	$1.1M	Sell	11,255 -2,387	-17%	-$227K	0.27%	92
2025 Q1	$1.2M	Sell	13,642 -13	-0.1%	-$1.22K	0.31%	86
2024 Q4	$1.23M	Sell	13,655 -225	-2%	-$19.5K	0.32%	81
2024 Q3	$1.12M	Buy	13,880 +258	+2%	+$18.9K	0.29%	87
2024 Q2	$922K	Sell	13,622 -30	-0.2%	-$1.89K	0.26%	109
2024 Q1	$821K	Buy	13,652 +47	+0.3%	+$2.69K	0.23%	115
2023 Q4	$715K	Sell	13,605 -129	-0.9%	-$6.83K	0.22%	117
2023 Q3	$732K	Buy	13,734 +69	+0.5%	+$3.67K	0.26%	105
2023 Q2	$716K	Sell	13,665 -465	-3%	-$23.5K	0.25%	113
2023 Q1	$694K	Sell	14,130 -90	-0.6%	-$4.27K	0.25%	113
2022 Q4	$672K	Sell	14,220 -219	-2%	-$10.4K	0.25%	116
2022 Q3	$624K	Buy	14,439 +825	+6%	+$36.1K	0.26%	112
2022 Q2	$552K	Buy	13,614 +585	+4%	+$27K	0.22%	123
2022 Q1	$647K	Sell	13,029 -597	-4%	-$28K	0.22%	122
2021 Q4	$657K	Buy	13,626 +30	+0.2%	+$1.43K	0.21%	123
2021 Q3	$632K	Sell	13,596 -93	-0.7%	-$4.48K	0.21%	122
2021 Q2	$643K	Sell	13,689 -495	-3%	-$23.1K	0.22%	120
2021 Q1	$642K	Buy	14,184 +600	+4%	+$27.8K	0.23%	115
2020 Q4	$653K	Sell	13,584 -2,610	-16%	-$127K	0.26%	111
2020 Q3	$755K	Sell	16,194 -915	-5%	-$40.7K	0.34%	91
2020 Q2	$683K	Sell	17,109 -1,536	-8%	-$63.2K	0.33%	90
2020 Q1	$706K	Sell	18,645 -2,910	-14%	-$112K	0.41%	76
2019 Q4	$854K	Sell	21,555 -540	-2%	-$21.4K	0.37%	76
2019 Q3	$874K	Buy	22,095 +1,665	+8%	+$62.8K	0.43%	72
2019 Q2	$768K	Sell	20,430 -4,158	-17%	-$143K	0.39%	76
2019 Q1	$799K	Sell	24,588 -2,355	-9%	-$76.4K	0.42%	75
2018 Q4	$837K	Sell	26,943 -63	-0.2%	-$2.02K	0.49%	66
2018 Q3	$845K	Sell	27,006 -750	-3%	-$22.9K	0.45%	68
2018 Q2	$792K	Sell	27,756 -375	-1%	-$10.7K	0.44%	71
2018 Q1	$834K	Sell	28,131 -1,416	-5%	-$45.5K	0.48%	66
2017 Q4	$973K	Sell	29,547 -1,182	-4%	-$36.2K	0.56%	60
2017 Q3	$800K	Sell	30,729 -792	-3%	-$20.8K	0.48%	66
2017 Q2	$795K	Hold	31,521	–	–	0.53%	62
2017 Q1	$757K	Buy	31,521 +1,410	+5%	+$32.4K	0.48%	67
2016 Q4	$694K	Sell	30,111 -645	-2%	-$15.1K	0.46%	66
2016 Q3	$739K	Sell	30,756 -633	-2%	-$15.4K	0.51%	63
2016 Q2	$764K	Sell	31,389 -4,755	-13%	-$110K	0.57%	56
2016 Q1	$825K	Sell	36,144 -450	-1%	-$9.87K	0.54%	59
2015 Q4	$748K	Sell	36,594 -3,315	-8%	-$66.5K	0.5%	66
2015 Q3	$863K	Buy	39,909 +1,830	+5%	+$42K	0.65%	48
2015 Q2	$900K	Buy	38,079 +30,228	+385%	+$771K	0.64%	55
2015 Q1	$215K	Buy	7,851 +3	+0%	+$85	0.15%	132
2014 Q4	$225K	Hold	7,848	–	–	0.16%	124
2014 Q3	$200K	Buy	+7,848	New	+$198K	0.15%	121
2013 Q3	–	Sell	-7,140	Closed	-$177K	–	386
2013 Q2	$177K	Buy	+7,140	New	+$183K	0.13%	126

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Triangle Securities Wealth Management's WMT Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Walmart Inc (WMT) stake by 3% in Q2 2026, selling an estimated $48.4K and leaving 12,472 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #86.

Triangle Securities Wealth Management first reported a position in WMT in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.6M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Triangle Securities Wealth Management held 12,472 shares of Walmart Inc worth $1.41M as of Q2 2026.
Triangle Securities Wealth Management sold 390 Walmart Inc shares in Q2 2026, an estimated $48.4K.
Walmart Inc made up 0.28% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #86 holding.
Triangle Securities Wealth Management first reported a position in Walmart Inc in Q2 2013 and has held it in 49 quarters since.
Triangle Securities Wealth Management's Walmart Inc position peaked at $1.6M in Q1 2026.
1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.