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West Branch Capital’s Walmart Inc WMT Stock Holding History

West Branch Capital’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 		$8.7M Buy
76,825
+478
+0.6% +$59.3K 2.02% 13
2026
Q1 		$9.49M Buy
76,347
+243
+0.3% +$29.8K 2.54% 11
2025
Q4 		$8.48M Buy
76,104
+574
+0.8% +$61.6K 2.18% 12
2025
Q3 		$7.78M Buy
75,530
+1,321
+2% +$132K 2.04% 13
2025
Q2 		$7.26M Buy
74,209
+970
+1% +$92.4K 2.15% 14
2025
Q1 		$6.43M Buy
73,239
+3,324
+5% +$312K 2.15% 11
2024
Q4 		$6.32M Buy
69,915
+3,034
+5% +$263K 2.02% 12
2024
Q3 		$5.4M Buy
66,881
+1,597
+2% +$117K 1.87% 14
2024
Q2 		$4.42M Buy
65,284
+818
+1% +$51.5K 1.64% 15
2024
Q1 		$3.88M Buy
64,466
+6,137
+11% +$351K 1.56% 16
2023
Q4 		$3.07M Buy
58,329
+5,553
+11% +$294K 1.44% 17
2023
Q3 		$2.81M Buy
52,776
+24
+0% +$1.28K 1.48% 17
2023
Q2 		$2.76M Buy
52,752
+1,299
+3% +$65.5K 1.38% 17
2023
Q1 		$2.53M Sell
51,453
-201
-0.4% -$9.54K 1.41% 17
2022
Q4 		$2.44M Hold
51,654
– – 1.51% 18
2022
Q3 		$2.23M Buy
51,654
+966
+2% +$42.3K 1.39% 19
2022
Q2 		$2.05M Sell
50,688
-30
-0.1% -$1.38K 1.19% 21
2022
Q1 		$2.52M Sell
50,718
-1,569
-3% -$73.7K 1.2% 21
2021
Q4 		$2.52M Buy
52,287
+447
+0.9% +$21.3K 1.07% 24
2021
Q3 		$2.41M Buy
51,840
+639
+1% +$30.8K 1.16% 24
2021
Q2 		$2.41M Sell
51,201
-615
-1% -$28.6K 1.18% 23
2021
Q1 		$2.35M Sell
51,816
-1,269
-2% -$58.8K 1.37% 22
2020
Q4 		$2.55M Buy
53,085
+918
+2% +$44.6K 1.51% 20
2020
Q3 		$2.43M Buy
52,167
+3,771
+8% +$168K 1.55% 17
2020
Q2 		$1.93M Buy
48,396
+13,788
+40% +$567K 1.36% 19
2020
Q1 		$1.31M Buy
34,608
+90
+0.3% +$3.46K 1.25% 23
2019
Q4 		$1.37M Buy
+34,518
New +$1.37M 0.95% 32

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

West Branch Capital's WMT Position: Q2 2026 in Review

West Branch Capital increased its Walmart Inc (WMT) stake by 0.63% in Q2 2026, buying an estimated $59.3K and bringing the position to 76,825 shares worth $8.7M. The position accounts for 2.02% of the portfolio, ranked #13.

West Branch Capital first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.49M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • West Branch Capital held 76,825 shares of Walmart Inc worth $8.7M as of Q2 2026.
  • West Branch Capital bought 478 Walmart Inc shares in Q2 2026, an estimated $59.3K.
  • Walmart Inc made up 2.02% of West Branch Capital's portfolio in Q2 2026, its #13 holding.
  • West Branch Capital first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • West Branch Capital's Walmart Inc position peaked at $9.49M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.