WD Rutherford’s Walmart Inc WMT Stock Holding History

WD Rutherford’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	$3.97M	Buy	35,067 +4,514	+15%	+$560K	1.44%	31
2026 Q1	$3.8M	Buy	30,553 +2,752	+10%	+$338K	1.69%	27
2025 Q4	$3.1M	Buy	27,801 +9,240	+50%	+$992K	1.29%	34
2025 Q3	$1.91M	Buy	18,561 +8,396	+83%	+$836K	0.81%	43
2025 Q2	$994K	Buy	10,165 +3,953	+64%	+$377K	0.46%	51
2025 Q1	$584K	Buy	+6,212	New	+$583K	0.31%	59
2022 Q4	–	Sell	-720	Closed	-$31K	–	138
2022 Q3	$31K	Hold	720	–	–	0.02%	107
2022 Q2	$29K	Buy	+720	New	+$33.2K	0.02%	96

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

WD Rutherford's WMT Position: Q2 2026 in Review

WD Rutherford increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $560K and bringing the position to 35,067 shares worth $3.97M. The position accounts for 1.44% of the portfolio, ranked #31.

WD Rutherford first reported a position in WMT in Q2 2022 and has held it in 8 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

WD Rutherford held 35,067 shares of Walmart Inc worth $3.97M as of Q2 2026.
WD Rutherford bought 4,514 Walmart Inc shares in Q2 2026, an estimated $560K.
Walmart Inc made up 1.44% of WD Rutherford's portfolio in Q2 2026, its #31 holding.
WD Rutherford first reported a position in Walmart Inc in Q2 2022 and has held it in 8 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.