RAFFA WEALTH MANAGEMENT, LLC’s Walmart Inc WMT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$261K	Sell	2,304 -100	-4%	-$12.4K	0.03%	82
2026 Q1	$299K	Buy	2,404 +151	+7%	+$18.5K	0.05%	77
2025 Q4	$251K	Buy	2,253 +614	+37%	+$65.9K	0.04%	81
2025 Q3	$169K	Sell	1,639 -276	-14%	-$27.5K	0.03%	91
2025 Q2	$187K	Buy	1,915 +1,115	+139%	+$106K	0.04%	91
2025 Q1	$70.3K	Sell	800 -18	-2%	-$1.69K	0.02%	125
2024 Q4	$73.9K	Buy	818 +416	+103%	+$36.1K	0.02%	126
2024 Q3	$32.5K	Buy	402 +1	+0.2%	+$73	0.01%	176
2024 Q2	$27.2K	Buy	401 +2	+0.5%	+$126	0.01%	266
2024 Q1	$24K	Hold	399	–	–	0.01%	275
2023 Q4	$20.9K	Hold	399	–	–	0.01%	202
2023 Q3	$21.2K	Buy	399 +3	+0.8%	+$160	0.01%	193
2023 Q2	$20.8K	Sell	396 -825	-68%	-$41.6K	0.01%	200
2023 Q1	$60K	Buy	1,221 +3	+0.2%	+$142	0.02%	130
2022 Q4	$57.6K	Hold	1,218	–	–	0.02%	124
2022 Q3	$52.7K	Hold	1,218	–	–	0.02%	128
2022 Q2	$49.3K	Buy	1,218 +3	+0.2%	+$138	0.02%	138
2022 Q1	$60.3K	Sell	1,215 -105	-8%	-$4.93K	0.02%	127
2021 Q4	$63.6K	Sell	1,320 -117	-8%	-$5.59K	0.02%	126
2021 Q3	$66.7K	Sell	1,437 -849	-37%	-$40.9K	0.02%	100
2021 Q2	$107K	Sell	2,286 -1,947	-46%	-$90.7K	0.04%	70
2021 Q1	$192K	Sell	4,233 -1,014	-19%	-$47K	0.07%	66
2020 Q4	$252K	Buy	5,247 +345	+7%	+$16.8K	0.09%	52
2020 Q3	$229K	Sell	4,902 -153	-3%	-$6.8K	0.09%	50
2020 Q2	$202K	Hold	5,055	–	–	0.08%	53
2020 Q1	$192K	Hold	5,055	–	–	0.07%	51
2019 Q4	$200K	Hold	5,055	–	–	0.07%	75
2019 Q3	$200K	Buy	+5,055	New	+$191K	0.07%	72
2019 Q2	–	Sell	-1,155	Closed	-$37.5K	–	1406
2019 Q1	$37.5K	Hold	1,155	–	–	0.02%	128
2018 Q4	$35.9K	Sell	1,155 -30	-3%	-$962	0.01%	146
2018 Q3	$37.1K	Buy	1,185 +30	+3%	+$918	0.01%	148
2018 Q2	$33K	Hold	1,155	–	–	0.01%	147
2018 Q1	$34.3K	Hold	1,155	–	–	0.01%	137
2017 Q4	$38K	Hold	1,155	–	–	0.01%	138
2017 Q3	$30.1K	Hold	1,155	–	–	0.01%	155
2017 Q2	$29.1K	Hold	1,155	–	–	0.01%	152
2017 Q1	$27.8K	Hold	1,155	–	–	0.01%	131
2016 Q4	$26.6K	Buy	1,155 +225	+24%	+$5.25K	0.01%	134
2016 Q3	$22.4K	Hold	930	–	–	0.01%	133
2016 Q2	$22.6K	Hold	930	–	–	0.01%	131
2016 Q1	$21.2K	Buy	930 +300	+48%	+$6.58K	0.01%	139
2015 Q4	$12.9K	Sell	630 -375	-37%	-$7.52K	0.01%	157
2015 Q3	$21.7K	Buy	1,005 +375	+60%	+$8.6K	0.01%	130
2015 Q2	$14.9K	Hold	630	–	–	0.01%	144
2015 Q1	$17.3K	Sell	630 -45	-7%	-$1.28K	0.01%	123
2014 Q4	$19.3K	Hold	675	–	–	0.01%	118
2014 Q3	$17.2K	Sell	675 -6	-0.9%	-$152	0.01%	121
2014 Q2	$17K	Buy	681 +6	+0.9%	+$154	0.01%	118
2014 Q1	$17.2K	Hold	675	–	–	0.01%	116
2013 Q4	$19.3K	Buy	+675	New	+$17.4K	0.01%	118

Other funds holding WMT

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WMT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Walmart Inc (WMT) stake by 4.2% in Q2 2026, selling an estimated $12.4K and leaving 2,304 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #82.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $299K in Q1 2026. 1,680 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 2,304 shares of Walmart Inc worth $261K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 100 Walmart Inc shares in Q2 2026, an estimated $12.4K.
Walmart Inc made up 0.03% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #82 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Walmart Inc in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Walmart Inc position peaked at $299K in Q1 2026.
1,680 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.