Two West Capital Advisors’s Walmart Inc WMT Stock Holding History

Two West Capital 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	$556K	Buy	4,952 +127	+3%	+$15.8K	0.28%	58
2026 Q1	$618K	Buy	4,825 +34	+0.7%	+$4.17K	0.33%	55
2025 Q4	$534K	Buy	4,791 +24	+0.5%	+$2.58K	0.31%	55
2025 Q3	$506K	Buy	4,767 +57	+1%	+$5.67K	0.31%	58
2025 Q2	$459K	Buy	4,710 +31	+0.7%	+$2.95K	0.3%	55
2025 Q1	$434K	Sell	4,679 -243	-5%	-$22.8K	0.36%	41
2024 Q4	$445K	Buy	4,922 +81	+2%	+$7.03K	0.38%	41
2024 Q3	$391K	Hold	4,841	–	–	0.32%	44
2024 Q2	$328K	Buy	+4,841	New	+$305K	0.31%	42

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Two West Capital Advisors's WMT Position: Q2 2026 in Review

Two West Capital Advisors increased its Walmart Inc (WMT) stake by 2.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,952 shares worth $556K. The position accounts for 0.28% of the portfolio, ranked #58.

Two West Capital Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $618K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Two West Capital Advisors held 4,952 shares of Walmart Inc worth $556K as of Q2 2026.
Two West Capital Advisors bought 127 Walmart Inc shares in Q2 2026, an estimated $15.8K.
Walmart Inc made up 0.28% of Two West Capital Advisors's portfolio in Q2 2026, its #58 holding.
Two West Capital Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's Walmart Inc position peaked at $618K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.