Wetzel Investment Advisors’s Walmart Inc WMT Stock Holding History

Wetzel Investment 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	$1.74M	Sell	15,383 -4,844	-24%	-$601K	0.6%	33
2026 Q1	$2.52M	Buy	20,227 +3,685	+22%	+$452K	1%	25
2025 Q4	$1.85M	Sell	16,542 -32	-0.2%	-$3.44K	0.75%	28
2025 Q3	$1.71M	Sell	16,574 -209	-1%	-$20.8K	0.73%	27
2025 Q2	$1.64M	Sell	16,783 -475	-3%	-$45.3K	0.75%	27
2025 Q1	$1.52M	Sell	17,258 -379	-2%	-$35.6K	0.77%	29
2024 Q4	$1.6M	Sell	17,637 -230	-1%	-$20K	0.79%	29
2024 Q3	$1.44M	Buy	17,867 +56	+0.3%	+$4.11K	0.73%	31
2024 Q2	$1.07M	Hold	17,811	–	–	0.61%	32
2024 Q1	$1.06M	Buy	17,811 +36	+0.2%	+$2.06K	0.62%	33
2023 Q4	$934K	Buy	+17,775	New	+$941K	0.57%	34

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wetzel Investment Advisors's WMT Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Walmart Inc (WMT) stake by 24% in Q2 2026, selling an estimated $601K and leaving 15,383 shares worth $1.74M. The position accounts for 0.6% of the portfolio, ranked #33.

Wetzel Investment Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wetzel Investment Advisors held 15,383 shares of Walmart Inc worth $1.74M as of Q2 2026.
Wetzel Investment Advisors sold 4,844 Walmart Inc shares in Q2 2026, an estimated $601K.
Walmart Inc made up 0.6% of Wetzel Investment Advisors's portfolio in Q2 2026, its #33 holding.
Wetzel Investment Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Walmart Inc position peaked at $2.52M in Q1 2026.
1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.