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Winnow Wealth’s Walmart Inc WMT Stock Holding History

Winnow Wealth’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 		$223K Buy
1,972
+2
+0.1% +$248 0.15% 128
2026
Q1 		$245K Buy
1,970
+46
+2% +$5.65K 0.19% 110
2025
Q4 		$215K Buy
1,924
+218
+13% +$23.4K 0.16% 104
2025
Q3 		$177K Buy
+1,706
New +$170K 0.14% 106
2025
Q2 		– Sell
-1,704
Closed -$150K – 680
2025
Q1 		$150K Buy
1,704
+42
+3% +$3.94K 0.14% 100
2024
Q4 		$150K Buy
+1,662
New +$144K 0.15% 98

Other funds holding WMT

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Winnow Wealth's WMT Position: Q2 2026 in Review

Winnow Wealth increased its Walmart Inc (WMT) stake by 0.1% in Q2 2026, buying an estimated $248 and bringing the position to 1,972 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #128.

Winnow Wealth first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q1 2026. 1,855 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Winnow Wealth held 1,972 shares of Walmart Inc worth $223K as of Q2 2026.
  • Winnow Wealth bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
  • Walmart Inc made up 0.15% of Winnow Wealth's portfolio in Q2 2026, its #128 holding.
  • Winnow Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Winnow Wealth's Walmart Inc position peaked at $245K in Q1 2026.
  • 1,855 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.