Wealthquest’s Walmart Inc WMT Stock Holding History

Wealthquest’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	$1.22M	Buy	10,776 +280	+3%	+$34.8K	0.08%	54
2026 Q1	$1.3M	Buy	10,496 +160	+2%	+$19.6K	0.09%	45
2025 Q4	$1.15M	Sell	10,336 -138	-1%	-$14.8K	0.09%	54
2025 Q3	$1.08M	Buy	10,474 +219	+2%	+$21.8K	0.09%	37
2025 Q2	$1M	Buy	10,255 +562	+6%	+$53.5K	0.08%	50
2025 Q1	$851K	Sell	9,693 -412	-4%	-$38.6K	0.07%	55
2024 Q4	$913K	Buy	10,105 +222	+2%	+$19.3K	0.07%	53
2024 Q3	$803K	Hold	9,883	–	–	0.07%	59
2024 Q2	$669K	Buy	9,883 +80	+0.8%	+$5.04K	0.07%	62
2024 Q1	$590K	Sell	9,803 -1,753	-15%	-$100K	0.06%	66
2023 Q4	$607K	Hold	11,556	–	–	0.07%	70
2023 Q3	$616K	Buy	+11,556	New	+$615K	0.08%	67

Other funds holding WMT

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

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

Wealthquest's WMT Position: Q2 2026 in Review

Wealthquest increased its Walmart Inc (WMT) stake by 2.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 10,776 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #54.

Wealthquest first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 1,599 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wealthquest held 10,776 shares of Walmart Inc worth $1.22M as of Q2 2026.
Wealthquest bought 280 Walmart Inc shares in Q2 2026, an estimated $34.8K.
Walmart Inc made up 0.08% of Wealthquest's portfolio in Q2 2026, its #54 holding.
Wealthquest first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
Wealthquest's Walmart Inc position peaked at $1.3M in Q1 2026.
1,599 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.