49 Wealth Management’s Walmart Inc WMT Stock Holding History

49 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	$1.03M	Sell	9,116 -28,435	-76%	-$3.53M	0.2%	75
2026 Q1	$4.67M	Buy	37,551 +7,410	+25%	+$910K	0.35%	27
2025 Q4	$3.36M	Buy	30,141 +163	+0.5%	+$17.5K	0.27%	36
2025 Q3	$3.09M	Buy	29,978 +9,586	+47%	+$954K	0.29%	33
2025 Q2	$1.99M	Buy	20,392 +3,404	+20%	+$324K	0.21%	34
2025 Q1	$1.49M	Buy	16,988 +7,390	+77%	+$693K	0.18%	43
2024 Q4	$867K	Sell	9,598 -1,558	-14%	-$135K	0.12%	60
2024 Q3	$901K	Buy	11,156 +2,371	+27%	+$174K	0.15%	61
2024 Q2	$593K	Buy	8,785 +1,933	+28%	+$122K	0.12%	77
2024 Q1	$411K	Sell	6,852 -210	-3%	-$12K	0.09%	69
2023 Q4	$371K	Buy	+7,062	New	+$374K	0.1%	72

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

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

49 Wealth Management reduced its Walmart Inc (WMT) stake by 76% in Q2 2026, selling an estimated $3.53M and leaving 9,116 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #75.

49 Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.67M in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

49 Wealth Management held 9,116 shares of Walmart Inc worth $1.03M as of Q2 2026.
49 Wealth Management sold 28,435 Walmart Inc shares in Q2 2026, an estimated $3.53M.
Walmart Inc made up 0.2% of 49 Wealth Management's portfolio in Q2 2026, its #75 holding.
49 Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
49 Wealth Management's Walmart Inc position peaked at $4.67M in Q1 2026.
4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.