Wheelhouse Advisory Group’s Walmart Inc WMT Stock Holding History

Wheelhouse Advisory 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	$663K	Buy	5,853 +371	+7%	+$46.1K	0.19%	28
2026 Q1	$681K	Sell	5,482 -59	-1%	-$7.24K	0.23%	25
2025 Q4	$620K	Buy	5,541 +546	+11%	+$58.6K	0.24%	27
2025 Q3	$515K	Sell	4,995 -161	-3%	-$16K	0.22%	29
2025 Q2	$504K	Buy	5,156 +216	+4%	+$20.6K	0.25%	29
2025 Q1	$434K	Sell	4,940 -108	-2%	-$10.1K	0.25%	32
2024 Q4	$456K	Buy	5,048 +636	+14%	+$55.2K	0.27%	32
2024 Q3	$356K	Sell	4,412 -158	-3%	-$11.6K	0.23%	35
2024 Q2	$311K	Sell	4,570 -813	-15%	-$51.2K	0.22%	34
2024 Q1	$324K	Buy	5,383 +115	+2%	+$6.58K	0.25%	30
2023 Q4	$277K	Buy	+5,268	New	+$279K	0.24%	30

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

Wheelhouse Advisory Group's WMT Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Walmart Inc (WMT) stake by 6.8% in Q2 2026, buying an estimated $46.1K and bringing the position to 5,853 shares worth $663K. The position accounts for 0.19% of the portfolio, ranked #28.

Wheelhouse Advisory Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $681K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wheelhouse Advisory Group held 5,853 shares of Walmart Inc worth $663K as of Q2 2026.
Wheelhouse Advisory Group bought 371 Walmart Inc shares in Q2 2026, an estimated $46.1K.
Walmart Inc made up 0.19% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #28 holding.
Wheelhouse Advisory Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Wheelhouse Advisory Group's Walmart Inc position peaked at $681K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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