YIM
WMT icon

Yoffe Investment Management’s Walmart Inc WMT Stock Holding History

Yoffe Investment 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 		$2.12M Hold
18,687
– – 2.42% 6
2026
Q1 		$2.32M Hold
18,687
– – 2.98% 4
2025
Q4 		$2.08M Hold
18,687
– – 2.66% 4
2025
Q3 		$1.93M Buy
18,687
+1
+0% +$100 2.51% 5
2025
Q2 		$1.83M Buy
18,686
+2
+0% +$191 2.5% 5
2025
Q1 		$1.64M Buy
18,684
+1
+0% +$94 2.41% 5
2024
Q4 		$1.69M Buy
+18,683
New +$1.62M 2.51% 6

Other funds holding WMT

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Yoffe Investment Management's WMT Position: Q2 2026 in Review

Yoffe Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 18,687 shares worth $2.12M. The position accounts for 2.42% of the portfolio, ranked #6.

Yoffe Investment Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q1 2026. 744 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Yoffe Investment Management held 18,687 shares of Walmart Inc worth $2.12M as of Q2 2026.
  • Yoffe Investment Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 2.42% of Yoffe Investment Management's portfolio in Q2 2026, its #6 holding.
  • Yoffe Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Walmart Inc position peaked at $2.32M in Q1 2026.
  • 744 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.