WPW
WMT icon

Waldron Private Wealth’s Walmart Inc WMT Stock Holding History

Waldron Private Wealth’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 		$5.79M Buy
51,134
+293
+0.6% +$36.4K 0.2% 53
2026
Q1 		$6.32M Sell
50,841
-166
-0.3% -$20.4K 0.25% 47
2025
Q4 		$5.69M Sell
51,007
-1,614
-3% -$173K 0.23% 51
2025
Q3 		$5.42M Buy
52,621
+1,447
+3% +$144K 0.22% 53
2025
Q2 		$5M Sell
51,174
-434
-0.8% -$41.4K 0.22% 55
2025
Q1 		$4.54M Sell
51,608
-28,075
-35% -$2.63M 0.21% 60
2024
Q4 		$7.22M Sell
79,683
-154
-0.2% -$13.4K 0.29% 48
2024
Q3 		$6.45M Buy
79,837
+1,028
+1% +$75.5K 0.27% 52
2024
Q2 		$5.34M Buy
78,809
+288
+0.4% +$18.1K 0.24% 58
2024
Q1 		$4.72M Buy
78,521
+2,678
+4% +$153K 0.21% 60
2023
Q4 		$4M Sell
75,843
-180
-0.2% -$9.52K 0.19% 63
2023
Q3 		$4.05M Sell
76,023
-1,365
-2% -$72.6K 0.21% 61
2023
Q2 		$4.05M Sell
77,388
-489
-0.6% -$24.7K 0.2% 62
2023
Q1 		$3.83M Buy
77,877
+1,356
+2% +$64.4K 0.19% 72
2022
Q4 		$3.31M Hold
76,521
– – 0.21% 74
2022
Q3 		$3.31M Buy
76,521
+4,509
+6% +$198K 0.21% 74
2022
Q2 		$2.92M Buy
72,012
+375
+0.5% +$17.3K 0.16% 85
2022
Q1 		$3.56M Buy
71,637
+3,093
+5% +$145K 0.18% 79
2021
Q4 		$3.32M Sell
68,544
-720
-1% -$34.4K 0.16% 84
2021
Q3 		$3.22M Buy
69,264
+6,600
+11% +$318K 0.19% 73
2021
Q2 		$2.94M Sell
62,664
-1,296
-2% -$60.4K 0.19% 71
2021
Q1 		$2.9M Buy
63,960
+66
+0.1% +$3.06K 0.2% 69
2020
Q4 		$3.08M Sell
63,894
-462
-0.7% -$22.4K 0.23% 63
2020
Q3 		$3M Buy
64,356
+1,899
+3% +$84.4K 0.26% 58
2020
Q2 		$2.49M Sell
62,457
-25,539
-29% -$1.05M 0.22% 63
2020
Q1 		$3.35M Sell
87,996
-294
-0.3% -$11.3K 0.36% 47
2019
Q4 		$3.51M Sell
88,290
-294
-0.3% -$11.7K 0.31% 50
2019
Q3 		$3.5M Buy
88,584
+53,400
+152% +$2.02M 0.36% 49
2019
Q2 		$1.29M Sell
35,184
-36
-0.1% -$1.24K 0.14% 74
2019
Q1 		$1.15M Buy
35,220
+8,742
+33% +$283K 0.13% 82
2018
Q4 		$822K Buy
26,478
+3,957
+18% +$127K 0.12% 84
2018
Q3 		$704K Buy
22,521
+129
+0.6% +$3.95K 0.14% 79
2018
Q2 		$639K Sell
22,392
-3,333
-13% -$94.8K 0.14% 72
2018
Q1 		$762K Buy
25,725
+798
+3% +$25.7K 0.17% 56
2017
Q4 		$820K Buy
+24,927
New +$763K 0.19% 50
2017
Q2 		– Sell
-13,026
Closed -$313K – 210
2017
Q1 		$313K Buy
+13,026
New +$300K 0.08% 158
2016
Q4 		– Sell
-8,514
Closed -$204K – 154
2016
Q3 		$204K Hold
8,514
– – 0.07% 138
2016
Q2 		$207K Buy
+8,514
New +$197K 0.08% 150
2015
Q4 		– Sell
-10,371
Closed -$224K – 180
2015
Q3 		$224K Buy
+10,371
New +$238K 0.1% 116

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waldron Private Wealth's WMT Position: Q2 2026 in Review

Waldron Private Wealth increased its Walmart Inc (WMT) stake by 0.58% in Q2 2026, buying an estimated $36.4K and bringing the position to 51,134 shares worth $5.79M. The position accounts for 0.2% of the portfolio, ranked #53.

Waldron Private Wealth first reported a position in WMT in Q3 2015 and has held it in 39 quarters since. The position peaked at $7.22M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Waldron Private Wealth held 51,134 shares of Walmart Inc worth $5.79M as of Q2 2026.
  • Waldron Private Wealth bought 293 Walmart Inc shares in Q2 2026, an estimated $36.4K.
  • Walmart Inc made up 0.2% of Waldron Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Waldron Private Wealth first reported a position in Walmart Inc in Q3 2015 and has held it in 39 quarters since.
  • Waldron Private Wealth's Walmart Inc position peaked at $7.22M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.