Values Added Financial’s Walmart Inc WMT Stock Holding History

Values Added Financial’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	$360K	Buy	3,179 +224	+8%	+$27.8K	0.13%	100
2026 Q1	$367K	Sell	2,955 -50	-2%	-$6.14K	0.15%	90
2025 Q4	$335K	Sell	3,005 -57	-2%	-$6.12K	0.14%	94
2025 Q3	$316K	Sell	3,062 -204	-6%	-$20.3K	0.14%	96
2025 Q2	$319K	Buy	3,266 +8	+0.2%	+$762	0.15%	95
2025 Q1	$286K	Buy	3,258 +29	+0.9%	+$2.72K	0.16%	92
2024 Q4	$292K	Sell	3,229 -120	-4%	-$10.4K	0.17%	91
2024 Q3	$270K	Buy	3,349 +201	+6%	+$14.8K	0.17%	90
2024 Q2	$213K	Buy	+3,148	New	+$198K	0.15%	89
2023 Q4	–	Sell	-3,834	Closed	-$204K	–	90
2023 Q3	$204K	Buy	+3,834	New	+$204K	0.19%	80

Other funds holding WMT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Values Added Financial's WMT Position: Q2 2026 in Review

Values Added Financial increased its Walmart Inc (WMT) stake by 7.6% in Q2 2026, buying an estimated $27.8K and bringing the position to 3,179 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #100.

Values Added Financial first reported a position in WMT in Q3 2023 and has held it in 10 quarters since. The position peaked at $367K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Values Added Financial held 3,179 shares of Walmart Inc worth $360K as of Q2 2026.
Values Added Financial bought 224 Walmart Inc shares in Q2 2026, an estimated $27.8K.
Walmart Inc made up 0.13% of Values Added Financial's portfolio in Q2 2026, its #100 holding.
Values Added Financial first reported a position in Walmart Inc in Q3 2023 and has held it in 10 quarters since.
Values Added Financial's Walmart Inc position peaked at $367K in Q1 2026.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.