WEG
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World Equity Group’s Walmart Inc WMT Stock Holding History

World Equity 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 		$2.38M Sell
21,035
-2,840
-12% -$353K 0.53% 39
2026
Q1 		$2.97M Sell
23,875
-3,421
-13% -$420K 0.77% 28
2025
Q4 		$3.04M Sell
27,296
-2,802
-9% -$301K 0.85% 24
2025
Q3 		$3.1M Sell
30,098
-1,082
-3% -$108K 0.7% 29
2025
Q2 		$3.05M Sell
31,180
-3,965
-11% -$378K 0.83% 24
2025
Q1 		$3.06M Sell
35,145
-34,185
-49% -$3.21M 0.88% 23
2024
Q4 		$6.26M Buy
69,330
+34,389
+98% +$2.98M 1.34% 11
2024
Q3 		$2.82M Sell
34,941
-720
-2% -$52.9K 1.02% 18
2024
Q2 		$2.41M Sell
35,661
-42,343
-54% -$2.67M 0.72% 31
2024
Q1 		$4.69M Sell
78,004
-11,996
-13% -$686K 0.96% 17
2023
Q4 		$4.38M Sell
90,000
-2,178
-2% -$115K 0.88% 20
2023
Q3 		$4.91M Buy
92,178
+49,617
+117% +$2.64M 1.02% 16
2023
Q2 		$2.23M Buy
42,561
+30,525
+254% +$1.54M 0.66% 30
2023
Q1 		$965K Sell
12,036
-44,574
-79% -$2.12M 0.14% 168
2022
Q4 		$2.68M Buy
56,610
+351
+0.6% +$16.7K 0.64% 44
2022
Q3 		$2.43M Sell
56,259
-2,904
-5% -$127K 0.62% 44
2022
Q2 		$2.4M Sell
59,163
-342
-0.6% -$15.8K 0.6% 39
2022
Q1 		$2.95M Buy
+59,505
New +$2.79M 0.64% 32

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

World Equity Group's WMT Position: Q2 2026 in Review

World Equity Group reduced its Walmart Inc (WMT) stake by 12% in Q2 2026, selling an estimated $353K and leaving 21,035 shares worth $2.38M. The position accounts for 0.53% of the portfolio, ranked #39.

World Equity Group first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.26M in Q4 2024. 1,075 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • World Equity Group held 21,035 shares of Walmart Inc worth $2.38M as of Q2 2026.
  • World Equity Group sold 2,840 Walmart Inc shares in Q2 2026, an estimated $353K.
  • Walmart Inc made up 0.53% of World Equity Group's portfolio in Q2 2026, its #39 holding.
  • World Equity Group first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Walmart Inc position peaked at $6.26M in Q4 2024.
  • 1,075 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.