Yarger Wealth Strategies’s Walmart Inc WMT Stock Holding History

Yarger Wealth Strategies’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	$536K	Sell	4,702 -389	-8%	-$48.3K	0.19%	81
2026 Q1	$633K	Sell	5,091 -99	-2%	-$12.2K	0.25%	66
2025 Q4	$578K	Buy	5,190 +517	+11%	+$55.5K	0.25%	65
2025 Q3	$482K	Buy	4,673 +774	+20%	+$77.1K	0.22%	69
2025 Q2	$381K	Buy	3,899 +390	+11%	+$37.2K	0.2%	77
2025 Q1	$308K	Buy	3,509 +50	+1%	+$4.69K	0.18%	73
2024 Q4	$313K	Buy	3,459 +122	+4%	+$10.6K	0.18%	68
2024 Q3	$269K	Buy	3,337 +201	+6%	+$14.8K	0.15%	75
2024 Q2	$212K	Buy	+3,136	New	+$197K	0.13%	81

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Yarger Wealth Strategies's WMT Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its Walmart Inc (WMT) stake by 7.6% in Q2 2026, selling an estimated $48.3K and leaving 4,702 shares worth $536K. The position accounts for 0.19% of the portfolio, ranked #81.

Yarger Wealth Strategies first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $633K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Yarger Wealth Strategies held 4,702 shares of Walmart Inc worth $536K as of Q2 2026.
Yarger Wealth Strategies sold 389 Walmart Inc shares in Q2 2026, an estimated $48.3K.
Walmart Inc made up 0.19% of Yarger Wealth Strategies's portfolio in Q2 2026, its #81 holding.
Yarger Wealth Strategies first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Yarger Wealth Strategies's Walmart Inc position peaked at $633K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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