Wedgewood Investors’s Walmart Inc WMT Stock Holding History

Wedgewood Investors’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	$691K	Buy	6,104 +125	+2%	+$15.5K	0.71%	41
2026 Q1	$743K	Hold	5,979	–	–	0.85%	37
2025 Q4	$666K	Hold	5,979	–	–	0.76%	38
2025 Q3	$616K	Hold	5,979	–	–	0.68%	40
2025 Q2	$585K	Hold	5,979	–	–	0.67%	41
2025 Q1	$525K	Hold	5,979	–	–	0.62%	43
2024 Q4	$540K	Hold	5,979	–	–	0.64%	45
2024 Q3	$483K	Hold	5,979	–	–	0.53%	48
2024 Q2	$405K	Buy	+5,979	New	+$377K	0.48%	59
2023 Q4	$314K	Hold	5,979	–	–	0.39%	67
2023 Q3	$319K	Hold	5,979	–	–	0.43%	69
2023 Q2	$313K	Hold	5,979	–	–	0.4%	70
2023 Q1	$294K	Sell	5,979 -51	-0.8%	-$2.42K	0.38%	70
2022 Q4	$285K	Hold	6,030	–	–	0.38%	71
2022 Q3	$261K	Hold	6,030	–	–	0.4%	65
2022 Q2	$244K	Hold	6,030	–	–	0.34%	77
2022 Q1	$299K	Hold	6,030	–	–	0.36%	75
2021 Q4	$291K	Sell	6,030 -300	-5%	-$14.3K	0.34%	77
2021 Q3	$294K	Hold	6,330	–	–	0.38%	72
2021 Q2	$298K	Sell	6,330 -1,050	-14%	-$48.9K	0.38%	73
2021 Q1	$334K	Sell	7,380 -600	-8%	-$27.8K	0.42%	66
2020 Q4	$383K	Hold	7,980	–	–	0.5%	57
2020 Q3	$372K	Buy	7,980 +1,050	+15%	+$46.7K	0.56%	52
2020 Q2	$277K	Hold	6,930	–	–	0.45%	65
2020 Q1	$262K	Sell	6,930 -300	-4%	-$11.5K	0.5%	59
2019 Q4	$286K	Hold	7,230	–	–	0.41%	71
2019 Q3	$286K	Sell	7,230 -300	-4%	-$11.3K	0.43%	67
2019 Q2	$277K	Hold	7,530	–	–	0.4%	69
2019 Q1	$245K	Sell	7,530 -2,031	-21%	-$65.9K	0.38%	73
2018 Q4	$297K	Hold	9,561	–	–	0.54%	62
2018 Q3	$299K	Hold	9,561	–	–	0.47%	66
2018 Q2	$273K	Sell	9,561 -600	-6%	-$17.1K	0.47%	68
2018 Q1	$301K	Hold	10,161	–	–	0.26%	85
2017 Q4	$335K	Hold	10,161	–	–	0.27%	84
2017 Q3	$265K	Sell	10,161 -600	-6%	-$15.7K	0.22%	97
2017 Q2	$271K	Hold	10,761	–	–	0.23%	94
2017 Q1	$259K	Hold	10,761	–	–	0.23%	97
2016 Q4	$248K	Hold	10,761	–	–	0.23%	95
2016 Q3	$259K	Hold	10,761	–	–	0.24%	90
2016 Q2	$262K	Hold	10,761	–	–	0.25%	88
2016 Q1	$246K	Hold	10,761	–	–	0.25%	88
2015 Q4	$220K	Sell	10,761 -900	-8%	-$18.1K	0.22%	101
2015 Q3	$252K	Hold	11,661	–	–	0.26%	90
2015 Q2	$276K	Hold	11,661	–	–	0.26%	88
2015 Q1	$320K	Hold	11,661	–	–	0.31%	83
2014 Q4	$334K	Hold	11,661	–	–	0.33%	75
2014 Q3	$297K	Hold	11,661	–	–	0.31%	79
2014 Q2	$292K	Hold	11,661	–	–	0.3%	81
2014 Q1	$297K	Sell	11,661 -300	-3%	-$7.53K	0.32%	79
2013 Q4	$314K	Sell	11,961 -300	-2%	-$7.75K	0.35%	74
2013 Q3	$302K	Buy	12,261 +300	+3%	+$7.56K	0.36%	78
2013 Q2	$297K	Buy	+11,961	New	+$307K	0.38%	72

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

Wedgewood Investors's WMT Position: Q2 2026 in Review

Wedgewood Investors increased its Walmart Inc (WMT) stake by 2.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 6,104 shares worth $691K. The position accounts for 0.71% of the portfolio, ranked #41.

Wedgewood Investors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $743K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wedgewood Investors held 6,104 shares of Walmart Inc worth $691K as of Q2 2026.
Wedgewood Investors bought 125 Walmart Inc shares in Q2 2026, an estimated $15.5K.
Walmart Inc made up 0.71% of Wedgewood Investors's portfolio in Q2 2026, its #41 holding.
Wedgewood Investors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
Wedgewood Investors's Walmart Inc position peaked at $743K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.