Welch Group’s Walmart Inc WMT Stock Holding History

Welch 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	$5.74M	Buy	50,675 +786	+2%	+$97.6K	0.2%	62
2026 Q1	$6.2M	Sell	49,889 -1,014	-2%	-$124K	0.23%	61
2025 Q4	$5.67M	Buy	50,903 +417	+0.8%	+$44.8K	0.22%	65
2025 Q3	$5.2M	Buy	50,486 +2,516	+5%	+$250K	0.2%	61
2025 Q2	$4.69M	Buy	47,970 +836	+2%	+$79.7K	0.2%	60
2025 Q1	$4.01M	Buy	47,134 +390	+0.8%	+$36.6K	0.18%	59
2024 Q4	$4.23M	Sell	46,744 -785	-2%	-$68.1K	0.19%	61
2024 Q3	$3.84M	Buy	47,529 +3,537	+8%	+$260K	0.17%	60
2024 Q2	$2.98M	Buy	43,992 +1,085	+3%	+$68.3K	0.14%	63
2024 Q1	$2.58M	Buy	42,907 +706	+2%	+$40.4K	0.13%	63
2023 Q4	$2.22M	Buy	42,201 +18	+0%	+$952	0.12%	68
2023 Q3	$2.25M	Sell	42,183 -342	-0.8%	-$18.2K	0.13%	63
2023 Q2	$2.23M	Sell	42,525 -1,797	-4%	-$90.7K	0.13%	62
2023 Q1	$2.18M	Buy	44,322 +1,182	+3%	+$56.1K	0.13%	62
2022 Q4	$2.04M	Buy	43,140 +576	+1%	+$27.4K	0.12%	70
2022 Q3	$1.84M	Sell	42,564 -1,341	-3%	-$58.7K	0.12%	64
2022 Q2	$1.78M	Sell	43,905 -273	-0.6%	-$12.6K	0.11%	67
2022 Q1	$2.19M	Buy	44,178 +2,160	+5%	+$101K	0.13%	68
2021 Q4	$2.03M	Sell	42,018 -591	-1%	-$28.2K	0.12%	69
2021 Q3	$1.98M	Buy	42,609 +2,664	+7%	+$128K	0.13%	67
2021 Q2	$1.88M	Sell	39,945 -3,669	-8%	-$171K	0.13%	68
2021 Q1	$1.98M	Buy	43,614 +15,447	+55%	+$716K	0.14%	61
2020 Q4	$1.35M	Buy	28,167 +2,112	+8%	+$103K	0.11%	65
2020 Q3	$1.22M	Buy	26,055 +294	+1%	+$13.1K	0.11%	61
2020 Q2	$1.03M	Buy	25,761 +5,331	+26%	+$219K	0.1%	58
2020 Q1	$774K	Buy	20,430 +12,063	+144%	+$464K	0.08%	63
2019 Q4	$331K	Buy	8,367 +498	+6%	+$19.8K	0.03%	94
2019 Q3	$311K	Sell	7,869 -1,083	-12%	-$40.9K	0.03%	94
2019 Q2	$330K	Sell	8,952 -7,500	-46%	-$258K	0.04%	90
2019 Q1	$535K	Buy	16,452 +792	+5%	+$25.7K	0.06%	70
2018 Q4	$486K	Hold	15,660	–	–	0.06%	71
2018 Q3	$490	Buy	15,660 +18	+0.1%	+$551	0.05%	77
2018 Q2	$447K	Hold	15,642	–	–	0.06%	74
2018 Q1	$464K	Buy	15,642 +294	+2%	+$9.46K	0.06%	73
2017 Q4	$505K	Buy	15,348 +726	+5%	+$22.2K	0.08%	67
2017 Q3	$381K	Sell	14,622 -60	-0.4%	-$1.57K	0.06%	71
2017 Q2	$370K	Sell	14,682 -189	-1%	-$4.8K	0.06%	92
2017 Q1	$357K	Sell	14,871 -7,185	-33%	-$165K	0.07%	66
2016 Q4	$508K	Sell	22,056 -21,315	-49%	-$497K	0.1%	59
2016 Q3	$1.04M	Buy	43,371 +38,568	+803%	+$936K	0.21%	47
2016 Q2	$117K	Sell	4,803 -6,660	-58%	-$154K	0.02%	115
2016 Q1	$262K	Sell	11,463 -57	-0.5%	-$1.25K	0.04%	87
2015 Q4	$235K	Sell	11,520 -1,200	-9%	-$24.1K	0.04%	89
2015 Q3	$275K	Buy	12,720 +843	+7%	+$19.3K	0.05%	78
2015 Q2	$281K	Buy	11,877 +507	+4%	+$12.9K	0.05%	82
2015 Q1	$312	Buy	11,370 +24	+0.2%	+$681	0.06%	76
2014 Q4	$325K	Sell	11,346 -678	-6%	-$18.3K	0.06%	75
2014 Q3	$307K	Buy	12,024 +30	+0.3%	+$758	0.06%	74
2014 Q2	$300K	Buy	11,994 +1,974	+20%	+$50.7K	0.06%	77
2014 Q1	$255K	Buy	10,020 +30	+0.3%	+$753	0.06%	76
2013 Q4	$262K	Hold	9,990	–	–	0.06%	79
2013 Q3	$246K	Buy	9,990 +33	+0.3%	+$832	0.06%	80
2013 Q2	$247K	Buy	+9,957	New	+$255K	0.06%	74

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group's WMT Position: Q2 2026 in Review

Welch Group increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $97.6K and bringing the position to 50,675 shares worth $5.74M. The position accounts for 0.2% of the portfolio, ranked #62.

Welch Group first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.2M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Welch Group held 50,675 shares of Walmart Inc worth $5.74M as of Q2 2026.
Welch Group bought 786 Walmart Inc shares in Q2 2026, an estimated $97.6K.
Walmart Inc made up 0.2% of Welch Group's portfolio in Q2 2026, its #62 holding.
Welch Group first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
Welch Group's Walmart Inc position peaked at $6.2M in Q1 2026.
1,909 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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