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Wealth Enhancement Trust Services’s Walmart Inc WMT Stock Holding History

Wealth Enhancement Trust Services’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 		$7.41M Sell
65,453
-306
-0.5% -$38K 0.82% 30
2026
Q1 		$8.17M Sell
65,759
-314
-0.5% -$38.6K 0.99% 25
2025
Q4 		$7.36M Buy
+66,073
New +$7.09M 0.93% 26

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Trust Services's WMT Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Walmart Inc (WMT) stake by 0.47% in Q2 2026, selling an estimated $38K and leaving 65,453 shares worth $7.41M. The position accounts for 0.82% of the portfolio, ranked #30.

Wealth Enhancement Trust Services first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.17M in Q1 2026. 3,579 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealth Enhancement Trust Services held 65,453 shares of Walmart Inc worth $7.41M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 306 Walmart Inc shares in Q2 2026, an estimated $38K.
  • Walmart Inc made up 0.82% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #30 holding.
  • Wealth Enhancement Trust Services first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Walmart Inc position peaked at $8.17M in Q1 2026.
  • 3,579 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.