Wellspring Financial Advisors’s Walmart Inc WMT Stock Holding History

Wellspring Financial Advisors’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	$2.48M	Sell	21,855 -1,029	-4%	-$128K	0.16%	59
2026 Q1	$2.84M	Buy	22,884 +939	+4%	+$115K	0.21%	46
2025 Q4	$2.45M	Buy	21,945 +16,832	+329%	+$1.81M	0.19%	51
2025 Q3	$527K	Sell	5,113 -1,034	-17%	-$103K	0.05%	86
2025 Q2	$601K	Buy	6,147 +492	+9%	+$46.9K	0.06%	76
2025 Q1	$496K	Sell	5,655 -603	-10%	-$56.6K	0.06%	75
2024 Q4	$565K	Sell	6,258 -458	-7%	-$39.7K	0.06%	73
2024 Q3	$542K	Sell	6,716 -122	-2%	-$8.96K	0.06%	81
2024 Q2	$463K	Buy	6,838 +262	+4%	+$16.5K	0.06%	83
2024 Q1	$396K	Buy	6,576 +1,926	+41%	+$110K	0.06%	83
2023 Q4	$244K	Buy	4,650 +678	+17%	+$35.9K	0.06%	109
2023 Q3	$212K	Buy	+3,972	New	+$211K	0.06%	105

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

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

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

Wellspring Financial Advisors's WMT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Walmart Inc (WMT) stake by 4.5% in Q2 2026, selling an estimated $128K and leaving 21,855 shares worth $2.48M. The position accounts for 0.16% of the portfolio, ranked #59.

Wellspring Financial Advisors first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q1 2026. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wellspring Financial Advisors held 21,855 shares of Walmart Inc worth $2.48M as of Q2 2026.
Wellspring Financial Advisors sold 1,029 Walmart Inc shares in Q2 2026, an estimated $128K.
Walmart Inc made up 0.16% of Wellspring Financial Advisors's portfolio in Q2 2026, its #59 holding.
Wellspring Financial Advisors first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
Wellspring Financial Advisors's Walmart Inc position peaked at $2.84M in Q1 2026.
1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.