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
2025
Q4 		– Sell
-23,800
Closed -$2.45M – 2185
2025
Q3 		$2.45M Hold
23,800
– – ﹤0.01% 1195
2025
Q2 		$2.33M Hold
23,800
– – ﹤0.01% 1161
2025
Q1 		$2.09M Buy
+23,800
New +$2.23M ﹤0.01% 1177

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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. 2,958 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.
  • 2,958 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.