Alpha Family Trust’s Walmart Inc WMT Stock Holding History

Alpha Family Trust’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	$2.15M	Sell	19,020 -8,595	-31%	-$1.07M	0.87%	20
2026 Q1	$3.43M	Buy	27,615 +18,135	+191%	+$2.23M	1.67%	9
2025 Q4	$1.06M	Hold	9,480	–	–	0.48%	34
2025 Q3	$977K	Hold	9,480	–	–	0.46%	39
2025 Q2	$927K	Hold	9,480	–	–	0.46%	39
2025 Q1	$832K	Hold	9,480	–	–	0.49%	47
2024 Q4	$857K	Hold	9,480	–	–	0.48%	32
2024 Q3	$766K	Hold	9,480	–	–	0.43%	41
2024 Q2	$642K	Hold	9,480	–	–	0.38%	49
2024 Q1	$570K	Hold	9,480	–	–	0.35%	57
2023 Q4	$498K	Hold	9,480	–	–	0.34%	56
2023 Q3	$505K	Hold	9,480	–	–	0.38%	52
2023 Q2	$497K	Hold	9,480	–	–	0.35%	49
2023 Q1	$466K	Sell	9,480 -2,295	-19%	-$109K	0.37%	52
2022 Q4	$557K	Buy	11,775 +5,085	+76%	+$241K	0.5%	44
2022 Q3	$289K	Sell	6,690 -765	-10%	-$33.5K	0.22%	33
2022 Q2	$419K	Buy	+7,455	New	+$344K	0.27%	26

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 $3.38T AUM 44.17% 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

Alpha Family Trust's WMT Position: Q2 2026 in Review

Alpha Family Trust reduced its Walmart Inc (WMT) stake by 31% in Q2 2026, selling an estimated $1.07M and leaving 19,020 shares worth $2.15M. The position accounts for 0.87% of the portfolio, ranked #20.

Alpha Family Trust first reported a position in WMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.43M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Alpha Family Trust held 19,020 shares of Walmart Inc worth $2.15M as of Q2 2026.
Alpha Family Trust sold 8,595 Walmart Inc shares in Q2 2026, an estimated $1.07M.
Walmart Inc made up 0.87% of Alpha Family Trust's portfolio in Q2 2026, its #20 holding.
Alpha Family Trust first reported a position in Walmart Inc in Q2 2022 and has held it in 17 quarters since.
Alpha Family Trust's Walmart Inc position peaked at $3.43M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.