UW
WMT icon

Unique Wealth’s Walmart Inc WMT Stock Holding History

Unique Wealth’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
4,910
+9
+0.2% +$1.12K 0.06% 139
2026
Q1 		$609K Buy
4,901
+146
+3% +$17.9K 0.08% 109
2025
Q4 		$530K Buy
4,755
+69
+1% +$7.41K 0.07% 121
2025
Q3 		$483K Sell
4,686
-165
-3% -$16.4K 0.07% 118
2025
Q2 		$474K Buy
4,851
+52
+1% +$4.95K 0.08% 119
2025
Q1 		$421K Sell
4,799
-286
-6% -$26.8K 0.08% 112
2024
Q4 		$459K Sell
5,085
-114
-2% -$9.89K 0.1% 91
2024
Q3 		$420K Buy
5,199
+81
+2% +$5.95K 0.1% 84
2024
Q2 		$347K Buy
5,118
+122
+2% +$7.68K 0.09% 70
2024
Q1 		$301K Sell
4,996
-179
-3% -$10.2K 0.08% 76
2023
Q4 		$272K Sell
5,175
-963
-16% -$51K 0.09% 68
2023
Q3 		$327K Sell
6,138
-1,200
-16% -$63.9K 0.14% 66
2023
Q2 		$385K Buy
7,338
+3
+0% +$151 0.17% 47
2023
Q1 		$361K Sell
7,335
-33
-0.4% -$1.57K 0.17% 37
2022
Q4 		$348K Buy
+7,368
New +$350K 0.19% 38

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Unique Wealth's WMT Position: Q2 2026 in Review

Unique Wealth increased its Walmart Inc (WMT) stake by 0.18% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,910 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #139.

Unique Wealth first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $609K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Unique Wealth held 4,910 shares of Walmart Inc worth $556K as of Q2 2026.
  • Unique Wealth bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
  • Walmart Inc made up 0.06% of Unique Wealth's portfolio in Q2 2026, its #139 holding.
  • Unique Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Unique Wealth's Walmart Inc position peaked at $609K in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.