Wealth Group’s Walmart Inc WMT Stock Holding History

Wealth Group’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	$17.8M	Buy	157,447 +110,577	+236%	+$13.7M	4.45%	6
2026 Q1	$5.83M	Buy	46,870 +1,092	+2%	+$134K	5.43%	2
2025 Q4	$5.1M	Buy	+45,778	New	+$4.92M	4.97%	4
2025 Q2	$4.48M	Sell	45,857 -5,805	-11%	-$553K	4.45%	5
2025 Q1	$4.54M	Sell	51,662 -363	-0.7%	-$34.1K	2.94%	5
2024 Q4	$4.7M	Sell	52,025 -1,005	-2%	-$87.2K	3.04%	7
2024 Q3	$4.28M	Buy	53,030 +448	+0.9%	+$32.9K	2.87%	5
2024 Q2	$3.56M	Sell	52,582 -656	-1%	-$41.3K	2.55%	7
2024 Q1	$3.2M	Buy	+53,238	New	+$3.05M	2.42%	7

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

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

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

CNB

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

Wealth Group's WMT Position: Q2 2026 in Review

Wealth Group increased its Walmart Inc (WMT) stake by 236% in Q2 2026, buying an estimated $13.7M and bringing the position to 157,447 shares worth $17.8M. The position accounts for 4.45% of the portfolio, ranked #6.

Wealth Group first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wealth Group held 157,447 shares of Walmart Inc worth $17.8M as of Q2 2026.
Wealth Group bought 110,577 Walmart Inc shares in Q2 2026, an estimated $13.7M.
Walmart Inc made up 4.45% of Wealth Group's portfolio in Q2 2026, its #6 holding.
Wealth Group first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.