Verum Partners’s Walmart Inc WMT Stock Holding History

Verum Partners’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	$1.34M	Sell	11,824 -725	-6%	-$90K	0.2%	64
2026 Q1	$1.56M	Buy	12,549 +5,887	+88%	+$723K	0.3%	55
2025 Q4	$742K	Buy	6,662 +174	+3%	+$18.7K	0.15%	76
2025 Q3	$669K	Sell	6,488 -165	-2%	-$16.4K	0.14%	77
2025 Q2	$651K	Buy	6,653 +632	+10%	+$60.2K	0.15%	78
2025 Q1	$529K	Sell	6,021 -432	-7%	-$40.5K	0.14%	81
2024 Q4	$583K	Buy	6,453 +150	+2%	+$13K	0.17%	75
2024 Q3	$509K	Buy	6,303 +21	+0.3%	+$1.54K	0.15%	86
2024 Q2	$425K	Buy	6,282 +1,000	+19%	+$63K	0.14%	90
2024 Q1	$318K	Buy	5,282 +176	+3%	+$10.1K	0.11%	111
2023 Q4	$268K	Buy	5,106 +69	+1%	+$3.65K	0.11%	117
2023 Q3	$268K	Buy	+5,037	New	+$268K	0.12%	110

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Verum Partners's WMT Position: Q2 2026 in Review

Verum Partners reduced its Walmart Inc (WMT) stake by 5.8% in Q2 2026, selling an estimated $90K and leaving 11,824 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #64.

Verum Partners first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q1 2026. 1,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Verum Partners held 11,824 shares of Walmart Inc worth $1.34M as of Q2 2026.
Verum Partners sold 725 Walmart Inc shares in Q2 2026, an estimated $90K.
Walmart Inc made up 0.2% of Verum Partners's portfolio in Q2 2026, its #64 holding.
Verum Partners first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
Verum Partners's Walmart Inc position peaked at $1.56M in Q1 2026.
1,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.