WinCap Financial’s Walmart Inc WMT Stock Holding History

WinCap Financial’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	$1.81M	Buy	16,019 +873	+6%	+$108K	0.98%	28
2026 Q1	$1.88M	Buy	15,146 +507	+3%	+$62.2K	1.25%	20
2025 Q4	$1.63M	Sell	14,639 -110	-0.7%	-$11.8K	1.12%	22
2025 Q3	$1.52M	Buy	14,749 +882	+6%	+$87.8K	1.05%	24
2025 Q2	$1.36M	Sell	13,867 -1,211	-8%	-$115K	1.09%	23
2025 Q1	$1.32M	Sell	15,078 -1,447	-9%	-$136K	1.26%	23
2024 Q4	$1.49M	Buy	+16,525	New	+$1.43M	1.52%	17

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CNB

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

WinCap Financial's WMT Position: Q2 2026 in Review

WinCap Financial increased its Walmart Inc (WMT) stake by 5.8% in Q2 2026, buying an estimated $108K and bringing the position to 16,019 shares worth $1.81M. The position accounts for 0.98% of the portfolio, ranked #28.

WinCap Financial first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

WinCap Financial held 16,019 shares of Walmart Inc worth $1.81M as of Q2 2026.
WinCap Financial bought 873 Walmart Inc shares in Q2 2026, an estimated $108K.
Walmart Inc made up 0.98% of WinCap Financial's portfolio in Q2 2026, its #28 holding.
WinCap Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
WinCap Financial's Walmart Inc position peaked at $1.88M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.