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1900 Wealth Management’s Walmart Inc WMT Stock Holding History

1900 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 		$1.66M Buy
14,654
+2,087
+17% +$259K 0.09% 92
2026
Q1 		$1.56M Buy
12,567
+20
+0.2% +$2.46K 0.1% 83
2025
Q4 		$1.4M Buy
12,547
+936
+8% +$100K 0.09% 95
2025
Q3 		$1.2M Buy
11,611
+1,654
+17% +$165K 0.08% 94
2025
Q2 		$974K Buy
9,957
+210
+2% +$20K 0.07% 98
2025
Q1 		$856K Sell
9,747
-192
-2% -$18K 0.07% 103
2024
Q4 		$898K Buy
9,939
+202
+2% +$17.5K 0.08% 102
2024
Q3 		$786K Buy
9,737
+4
+0% +$294 0.07% 109
2024
Q2 		$659K Buy
9,733
+9
+0.1% +$567 0.06% 119
2024
Q1 		$585K Sell
9,724
-6,353
-40% -$364K 0.05% 141
2023
Q4 		$845K Buy
16,077
+300
+2% +$15.9K 0.08% 152
2023
Q3 		$841K Buy
15,777
+5,154
+49% +$274K 0.08% 149
2023
Q2 		$557K Buy
10,623
+900
+9% +$45.4K 0.06% 150
2023
Q1 		$460K Hold
9,723
– – 0.05% 164
2022
Q4 		$460K Hold
9,723
– – 0.05% 162
2022
Q3 		$420K Sell
9,723
-150
-2% -$6.57K 0.05% 160
2022
Q2 		$400K Sell
9,873
-654
-6% -$30.2K 0.04% 167
2022
Q1 		$523K Buy
10,527
+3
+0% +$141 0.05% 162
2021
Q4 		$508K Hold
10,524
– – 0.05% 167
2021
Q3 		$489K Buy
10,524
+3
+0% +$145 0.05% 163
2021
Q2 		$495K Sell
10,521
-306
-3% -$14.3K 0.05% 156
2021
Q1 		$490K Buy
+10,827
New +$502K 0.04% 128

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

1900 Wealth Management's WMT Position: Q2 2026 in Review

1900 Wealth Management increased its Walmart Inc (WMT) stake by 17% in Q2 2026, buying an estimated $259K and bringing the position to 14,654 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #92.

1900 Wealth Management first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • 1900 Wealth Management held 14,654 shares of Walmart Inc worth $1.66M as of Q2 2026.
  • 1900 Wealth Management bought 2,087 Walmart Inc shares in Q2 2026, an estimated $259K.
  • Walmart Inc made up 0.09% of 1900 Wealth Management's portfolio in Q2 2026, its #92 holding.
  • 1900 Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.