Wealthcare Capital Partners’s Walmart Inc WMT Stock Holding History

Wealthcare Capital Partners’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	$1.24M	Buy	10,946 +13	+0.1%	+$1.61K	0.51%	43
2026 Q1	$1.36M	Buy	10,933 +2,939	+37%	+$361K	0.64%	34
2025 Q4	$891K	Sell	7,994 -86	-1%	-$9.23K	0.42%	50
2025 Q3	$833K	Sell	8,080 -519	-6%	-$51.7K	0.38%	52
2025 Q2	$841K	Buy	8,599 +1,467	+21%	+$140K	0.42%	44
2025 Q1	$626K	Buy	7,132 +575	+9%	+$53.9K	0.32%	50
2024 Q4	$592K	Buy	+6,557	New	+$569K	0.31%	49

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

Wealthcare Capital Partners's WMT Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Walmart Inc (WMT) stake by 0.12% in Q2 2026, buying an estimated $1.61K and bringing the position to 10,946 shares worth $1.24M. The position accounts for 0.51% of the portfolio, ranked #43.

Wealthcare Capital Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wealthcare Capital Partners held 10,946 shares of Walmart Inc worth $1.24M as of Q2 2026.
Wealthcare Capital Partners bought 13 Walmart Inc shares in Q2 2026, an estimated $1.61K.
Walmart Inc made up 0.51% of Wealthcare Capital Partners's portfolio in Q2 2026, its #43 holding.
Wealthcare Capital Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Walmart Inc position peaked at $1.36M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.