Ulland Investment Advisors’s Walmart Inc WMT Stock Holding History

Ulland Investment 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	$107K	Buy	943 +358	+61%	+$44.4K	0.08%	97
2026 Q1	$73K	Hold	585	–	–	0.06%	103
2025 Q4	$65K	Hold	585	–	–	0.05%	107
2025 Q3	$60K	Hold	585	–	–	0.05%	112
2025 Q2	$57K	Hold	585	–	–	0.04%	105
2025 Q1	$51K	Hold	585	–	–	0.04%	109
2024 Q4	$53K	Hold	585	–	–	0.03%	112
2024 Q3	$47K	Hold	585	–	–	0.03%	109
2024 Q2	$40K	Hold	585	–	–	0.03%	118
2024 Q1	$35K	Hold	585	–	–	0.03%	122
2023 Q4	$31K	Hold	585	–	–	0.03%	117
2023 Q3	$31K	Hold	585	–	–	0.03%	118
2023 Q2	$31K	Hold	585	–	–	0.03%	117
2023 Q1	$29K	Hold	585	–	–	0.03%	114
2022 Q4	$28K	Buy	585 +300	+105%	+$14.2K	0.03%	118
2022 Q3	$12K	Hold	285	–	–	0.01%	158
2022 Q2	$12K	Sell	285 -285	-50%	-$13.1K	0.01%	172
2022 Q1	$28K	Buy	570 +465	+443%	+$21.8K	0.02%	134
2021 Q4	$5K	Buy	+105	New	+$5.01K	﹤0.01%	190

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Ulland Investment Advisors's WMT Position: Q2 2026 in Review

Ulland Investment Advisors increased its Walmart Inc (WMT) stake by 61% in Q2 2026, buying an estimated $44.4K and bringing the position to 943 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #97.

Ulland Investment Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Ulland Investment Advisors held 943 shares of Walmart Inc worth $107K as of Q2 2026.
Ulland Investment Advisors bought 358 Walmart Inc shares in Q2 2026, an estimated $44.4K.
Walmart Inc made up 0.08% of Ulland Investment Advisors's portfolio in Q2 2026, its #97 holding.
Ulland Investment Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.