Wolff Financial Management’s Walmart Inc WMT Stock Holding History

Wolff Financial 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	$250K	Buy	2,203 +3	+0.1%	+$372	0.05%	100
2026 Q1	$273K	Buy	2,200 +2	+0.1%	+$246	0.06%	91
2025 Q4	$245K	Hold	2,198	–	–	0.06%	94
2025 Q3	$227K	Sell	2,198 -25	-1%	-$2.49K	0.05%	95
2025 Q2	$217K	Buy	+2,223	New	+$212K	0.06%	95
2025 Q1	–	Sell	-2,214	Closed	-$200K	–	99
2024 Q4	$200K	Buy	+2,214	New	+$192K	0.06%	94

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Wolff Financial Management's WMT Position: Q2 2026 in Review

Wolff Financial Management increased its Walmart Inc (WMT) stake by 0.14% in Q2 2026, buying an estimated $372 and bringing the position to 2,203 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #100.

Wolff Financial Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $273K in Q1 2026. 1,887 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wolff Financial Management held 2,203 shares of Walmart Inc worth $250K as of Q2 2026.
Wolff Financial Management bought 3 Walmart Inc shares in Q2 2026, an estimated $372.
Walmart Inc made up 0.05% of Wolff Financial Management's portfolio in Q2 2026, its #100 holding.
Wolff Financial Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
Wolff Financial Management's Walmart Inc position peaked at $273K in Q1 2026.
1,887 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.