Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Walmart Inc WMT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$412M Sell
3,648,691
-49,632
-1% -$6.16M 0.63% 23
2026
Q1 		$458M Buy
3,698,323
+855,251
+30% +$105M 0.79% 16
2025
Q4 		$316M Buy
2,843,072
+51,076
+2% +$5.48M 0.51% 21
2025
Q3 		$288M Buy
2,791,996
+15,646
+0.6% +$1.56M 0.48% 27
2025
Q2 		$271M Sell
2,776,350
-84,661
-3% -$8.07M 0.48% 28
2025
Q1 		$251M Buy
2,861,011
+421,108
+17% +$39.5M 0.5% 26
2024
Q4 		$220M Buy
+2,439,903
New +$212M 0.44% 36

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Universal-Beteiligungs- und Servicegesellschaft's WMT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $6.16M and leaving 3,648,691 shares worth $412M. The position accounts for 0.63% of the portfolio, ranked #23.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $458M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 3,648,691 shares of Walmart Inc worth $412M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 49,632 Walmart Inc shares in Q2 2026, an estimated $6.16M.
  • Walmart Inc made up 0.63% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #23 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Walmart Inc position peaked at $458M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.