Allied Private Wealth’s Walmart Inc WMT Stock Holding History

Allied Private Wealth’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	$415K	Buy	+3,667	New	+$455K	0.27%	69

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

Allied Private Wealth's WMT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Walmart Inc (WMT) in Q2 2026: 3,667 shares worth $415K. The stake represents 0.27% of the portfolio and ranks #69 among its holdings.

4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Allied Private Wealth held 3,667 shares of Walmart Inc worth $415K as of Q2 2026.
Walmart Inc was a new Allied Private Wealth position in Q2 2026.
Walmart Inc made up 0.27% of Allied Private Wealth's portfolio in Q2 2026, its #69 holding.
4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.