44 Wealth Management’s Walmart Inc WMT Stock Holding History

44 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	$2.71M	Buy	23,916 +10	+0%	+$1.24K	0.9%	29
2026 Q1	$2.97M	Sell	23,906 -1,160	-5%	-$142K	1.04%	23
2025 Q4	$2.79M	Sell	25,066 -406	-2%	-$43.6K	0.94%	25
2025 Q3	$2.63M	Buy	25,472 +62	+0.2%	+$6.17K	0.89%	27
2025 Q2	$2.48M	Sell	25,410 -123	-0.5%	-$11.7K	0.88%	30
2025 Q1	$2.24M	Buy	25,533 +1,655	+7%	+$155K	0.84%	32
2024 Q4	$2.16M	Hold	23,878	–	–	0.83%	34
2024 Q3	$1.99M	Buy	+23,878	New	+$1.75M	0.7%	44
2023 Q2	$1.62M	Sell	30,990 -2,073	-6%	-$105K	0.55%	50
2023 Q1	$1.63M	Buy	33,063 +66	+0.2%	+$3.13K	0.55%	48
2022 Q4	$1.56M	Sell	32,997 -2,487	-7%	-$118K	0.54%	49
2022 Q3	$1.53M	Buy	35,484 +11,382	+47%	+$499K	0.63%	47
2022 Q2	$977K	Buy	24,102 +18	+0.1%	+$830	0.38%	73
2022 Q1	$1.2M	Buy	24,084 +9	+0%	+$423	0.43%	62
2021 Q4	$1.16M	Hold	24,075	–	–	0.4%	66
2021 Q3	$1.12M	Buy	24,075 +9	+0%	+$434	0.43%	62
2021 Q2	$1.13M	Buy	24,066 +1,218	+5%	+$56.7K	0.44%	59
2021 Q1	$1.03M	Hold	22,848	–	–	0.43%	56
2020 Q4	$1.1M	Buy	+22,848	New	+$1.11M	0.5%	47

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

44 Wealth Management increased its Walmart Inc (WMT) stake by 0.04% in Q2 2026, buying an estimated $1.24K and bringing the position to 23,916 shares worth $2.71M. The position accounts for 0.9% of the portfolio, ranked #29.

44 Wealth Management first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.97M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

44 Wealth Management held 23,916 shares of Walmart Inc worth $2.71M as of Q2 2026.
44 Wealth Management bought 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
Walmart Inc made up 0.9% of 44 Wealth Management's portfolio in Q2 2026, its #29 holding.
44 Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
44 Wealth Management's Walmart Inc position peaked at $2.97M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.