Wiser Wealth Management’s Walmart Inc WMT Stock Holding History

Wiser Wealth Management’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	$569K	Buy	5,022 +168	+3%	+$20.9K	0.11%	44
2026 Q1	$603K	Buy	4,854 +119	+3%	+$14.6K	0.13%	35
2025 Q4	$528K	Buy	4,735 +131	+3%	+$14.1K	0.12%	37
2025 Q3	$474K	Sell	4,604 -1,260	-21%	-$125K	0.11%	39
2025 Q2	$573K	Buy	5,864 +2,533	+76%	+$241K	0.14%	30
2025 Q1	$292K	Buy	3,331 +21	+0.6%	+$1.97K	0.08%	38
2024 Q4	$299K	Buy	3,310 +249	+8%	+$21.6K	0.08%	38
2024 Q3	$247K	Buy	+3,061	New	+$225K	0.07%	41

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

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

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

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wiser Wealth Management's WMT Position: Q2 2026 in Review

Wiser Wealth Management increased its Walmart Inc (WMT) stake by 3.5% in Q2 2026, buying an estimated $20.9K and bringing the position to 5,022 shares worth $569K. The position accounts for 0.11% of the portfolio, ranked #44.

Wiser Wealth Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $603K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wiser Wealth Management held 5,022 shares of Walmart Inc worth $569K as of Q2 2026.
Wiser Wealth Management bought 168 Walmart Inc shares in Q2 2026, an estimated $20.9K.
Walmart Inc made up 0.11% of Wiser Wealth Management's portfolio in Q2 2026, its #44 holding.
Wiser Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Wiser Wealth Management's Walmart Inc position peaked at $603K in Q1 2026.
1,050 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.