WWM
WMT icon

WT Wealth Management’s Walmart Inc WMT Stock Holding History

WT 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 		$2.27M Sell
20,078
-8,883
-31% -$1.1M 0.63% 48
2026
Q1 		$3.6M Sell
28,961
-509
-2% -$62.5K 1.07% 27
2025
Q4 		$3.28M Buy
29,470
+2,693
+10% +$289K 0.94% 31
2025
Q3 		$2.76M Sell
26,777
-5,911
-18% -$588K 0.79% 33
2025
Q2 		$3.2M Sell
32,688
-9,278
-22% -$884K 0.95% 29
2025
Q1 		$3.68M Sell
41,966
-4,659
-10% -$437K 1.2% 25
2024
Q4 		$4.21M Buy
46,625
+1,320
+3% +$115K 1.32% 23
2024
Q3 		$3.68M Sell
45,305
-7,582
-14% -$557K 1.18% 26
2024
Q2 		$3.58M Sell
52,887
-1,312
-2% -$82.6K 1.22% 28
2024
Q1 		$3.27M Buy
54,199
+1,666
+3% +$95.3K 1.17% 30
2023
Q4 		$2.77M Buy
52,533
+26,844
+104% +$1.42M 1.09% 31
2023
Q3 		$1.37M Buy
+25,689
New +$1.37M 0.59% 41
2023
Q1 		– Sell
-37,863
Closed -$1.79M – 112
2022
Q4 		$1.79M Sell
37,863
-2,808
-7% -$133K 0.87% 34
2022
Q3 		$1.76M Buy
40,671
+558
+1% +$24.4K 0.88% 28
2022
Q2 		$1.63M Sell
40,113
-12,804
-24% -$590K 0.8% 33
2022
Q1 		$2.63M Sell
52,917
-1,188
-2% -$55.8K 1.01% 29
2021
Q4 		$2.62M Buy
54,105
+7,848
+17% +$375K 0.96% 32
2021
Q3 		$2.15M Buy
46,257
+5,898
+15% +$284K 0.83% 33
2021
Q2 		$1.9M Buy
40,359
+4,047
+11% +$189K 0.77% 38
2021
Q1 		$1.65M Buy
36,312
+2,514
+7% +$116K 0.76% 37
2020
Q4 		$1.63M Buy
33,798
+9,042
+37% +$439K 0.89% 38
2020
Q3 		$1.15M Buy
24,756
+3,354
+16% +$149K 0.76% 35
2020
Q2 		$854K Buy
21,402
+1,254
+6% +$51.6K 0.69% 33
2020
Q1 		$766K Buy
20,148
+2,025
+11% +$77.9K 0.81% 28
2019
Q4 		$721K Sell
18,123
-867
-5% -$34.4K 0.55% 40
2019
Q3 		$751K Buy
+18,990
New +$717K 0.65% 35

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

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

WT Wealth Management reduced its Walmart Inc (WMT) stake by 31% in Q2 2026, selling an estimated $1.1M and leaving 20,078 shares worth $2.27M. The position accounts for 0.63% of the portfolio, ranked #48.

WT Wealth Management first reported a position in WMT in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.21M in Q4 2024. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WT Wealth Management held 20,078 shares of Walmart Inc worth $2.27M as of Q2 2026.
  • WT Wealth Management sold 8,883 Walmart Inc shares in Q2 2026, an estimated $1.1M.
  • Walmart Inc made up 0.63% of WT Wealth Management's portfolio in Q2 2026, its #48 holding.
  • WT Wealth Management first reported a position in Walmart Inc in Q3 2019 and has held it in 26 quarters since.
  • WT Wealth Management's Walmart Inc position peaked at $4.21M in Q4 2024.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.