Turtle Creek Wealth Advisors’s Walmart Inc WMT Stock Holding History

Turtle Creek Wealth Advisors’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	$5.92M	Buy	52,225 +2,478	+5%	+$308K	0.31%	70
2026 Q1	$6.18M	Buy	49,747 +6,041	+14%	+$742K	0.47%	55
2025 Q4	$4.87M	Buy	43,706 +5,548	+15%	+$596K	0.38%	71
2025 Q3	$3.93M	Buy	38,158 +19,020	+99%	+$1.89M	0.35%	73
2025 Q2	$1.87M	Buy	19,138 +5,875	+44%	+$560K	0.22%	86
2025 Q1	$1.16M	Buy	13,263 +417	+3%	+$39.1K	0.17%	87
2024 Q4	$1.16M	Buy	12,846 +2,287	+22%	+$198K	0.27%	54
2024 Q3	$853K	Buy	10,559 +752	+8%	+$55.2K	0.17%	78
2024 Q2	$664K	Buy	9,807 +1,031	+12%	+$64.9K	0.15%	82
2024 Q1	$528K	Buy	8,776 +1,138	+15%	+$65.1K	0.13%	88
2023 Q4	$401K	Buy	+7,638	New	+$404K	0.12%	104

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Turtle Creek Wealth Advisors's WMT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Walmart Inc (WMT) stake by 5% in Q2 2026, buying an estimated $308K and bringing the position to 52,225 shares worth $5.92M. The position accounts for 0.31% of the portfolio, ranked #70.

Turtle Creek Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.18M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Turtle Creek Wealth Advisors held 52,225 shares of Walmart Inc worth $5.92M as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,478 Walmart Inc shares in Q2 2026, an estimated $308K.
Walmart Inc made up 0.31% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Turtle Creek Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's Walmart Inc position peaked at $6.18M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.