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Adams Wealth Management’s Walmart Inc WMT Stock Holding History

Adams 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 		$458K Buy
4,042
+780
+24% +$96.8K 0.09% 108
2026
Q1 		$405K Buy
3,262
+119
+4% +$14.6K 0.09% 107
2025
Q4 		$350K Sell
3,143
-120
-4% -$12.9K 0.07% 119
2025
Q3 		$336K Sell
3,263
-471
-13% -$46.9K 0.07% 122
2025
Q2 		$365K Buy
+3,734
New +$356K 0.07% 118
2020
Q4 		– Sell
-153
Closed -$7K – 342
2020
Q3 		$7K Buy
+153
New +$6.8K 0.01% 210

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

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

Adams Wealth Management increased its Walmart Inc (WMT) stake by 24% in Q2 2026, buying an estimated $96.8K and bringing the position to 4,042 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #108.

Adams Wealth Management first reported a position in WMT in Q3 2020 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Adams Wealth Management held 4,042 shares of Walmart Inc worth $458K as of Q2 2026.
  • Adams Wealth Management bought 780 Walmart Inc shares in Q2 2026, an estimated $96.8K.
  • Walmart Inc made up 0.09% of Adams Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Adams Wealth Management first reported a position in Walmart Inc in Q3 2020 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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