Union Bancaire Privee’s Walmart Inc WMT Stock Holding History

Union Bancaire Privee’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	$75M	Buy	615,489 +231,455	+60%	+$28.7M	0.82%	23
2026 Q1	$53.5M	Buy	384,034 +275,337	+253%	+$33.8M	0.74%	23
2025 Q4	$19.2M	Sell	108,697 -5,738	-5%	-$616K	0.23%	78
2025 Q3	$18.2M	Buy	114,435 +2,012	+2%	+$200K	0.26%	66
2025 Q2	$16.9M	Sell	112,423 -143,943	-56%	-$13.7M	0.25%	69
2025 Q1	$21.8M	Buy	256,366 +136,998	+115%	+$12.9M	0.42%	43
2024 Q4	$10.6M	Buy	+119,368	New	+$10.4M	0.19%	67

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

Union Bancaire Privee's WMT Position: Q2 2026 in Review

Union Bancaire Privee increased its Walmart Inc (WMT) stake by 60% in Q2 2026, buying an estimated $28.7M and bringing the position to 615,489 shares worth $75M. The position accounts for 0.82% of the portfolio, ranked #23.

Union Bancaire Privee first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Union Bancaire Privee held 615,489 shares of Walmart Inc worth $75M as of Q2 2026.
Union Bancaire Privee bought 231,455 Walmart Inc shares in Q2 2026, an estimated $28.7M.
Walmart Inc made up 0.82% of Union Bancaire Privee's portfolio in Q2 2026, its #23 holding.
Union Bancaire Privee first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.