Werba Rubin Papier Wealth Management’s Walmart Inc WMT Stock Holding History

Werba Rubin Papier Wealth Management’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	$977K	Buy	8,630 +653	+8%	+$81.1K	0.12%	105
2026 Q1	$991K	Buy	7,977 +2,348	+42%	+$288K	0.14%	83
2025 Q4	$627K	Buy	5,629 +1,177	+26%	+$126K	0.17%	90
2025 Q3	$459K	Buy	4,452 +105	+2%	+$10.5K	0.07%	130
2025 Q2	$425K	Buy	4,347 +1,152	+36%	+$110K	0.08%	127
2025 Q1	$280K	Buy	3,195 +169	+6%	+$15.9K	0.06%	137
2024 Q4	$273K	Buy	3,026 +138	+5%	+$12K	0.06%	145
2024 Q3	$233K	Buy	+2,888	New	+$212K	0.05%	157

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

Werba Rubin Papier Wealth Management's WMT Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Walmart Inc (WMT) stake by 8.2% in Q2 2026, buying an estimated $81.1K and bringing the position to 8,630 shares worth $977K. The position accounts for 0.12% of the portfolio, ranked #105.

Werba Rubin Papier Wealth Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $991K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Werba Rubin Papier Wealth Management held 8,630 shares of Walmart Inc worth $977K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 653 Walmart Inc shares in Q2 2026, an estimated $81.1K.
Walmart Inc made up 0.12% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #105 holding.
Werba Rubin Papier Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Werba Rubin Papier Wealth Management's Walmart Inc position peaked at $991K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.