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AlphaCore Capital’s Walmart Inc WMT Stock Holding History

AlphaCore Capital’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 		$17M Buy
150,537
+4,830
+3% +$600K 0.31% 77
2026
Q1 		$18.1M Sell
145,707
-6,954
-5% -$854K 0.43% 64
2025
Q4 		$17M Buy
152,661
+55,685
+57% +$5.98M 0.38% 70
2025
Q3 		$9.99M Buy
96,976
+10,213
+12% +$1.02M 0.34% 66
2025
Q2 		$8.48M Buy
86,763
+10,321
+14% +$983K 0.32% 67
2025
Q1 		$6.73M Buy
76,442
+11,942
+19% +$1.12M 0.57% 35
2024
Q4 		$5.84M Sell
64,500
-6,490
-9% -$563K 1.26% 13
2024
Q3 		$5.73M Buy
70,990
+2,741
+4% +$201K 1.29% 14
2024
Q2 		$4.62M Buy
68,249
+10,766
+19% +$678K 1.12% 17
2024
Q1 		$3.46M Buy
57,483
+3,243
+6% +$186K 0.92% 21
2023
Q4 		$2.86M Sell
54,240
-1,137
-2% -$60.2K 0.42% 45
2023
Q3 		$2.95M Buy
55,377
+462
+0.8% +$24.6K 0.47% 42
2023
Q2 		$2.88M Buy
54,915
+23,751
+76% +$1.2M 0.46% 44
2023
Q1 		$1.53M Buy
+31,164
New +$1.48M 0.41% 39
2020
Q2 		– Sell
-561
Closed -$21K – 308
2020
Q1 		$21K Buy
+561
New +$21.6K 0.02% 158

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 $3.37T AUM 44.26% 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

AlphaCore Capital's WMT Position: Q2 2026 in Review

AlphaCore Capital increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $600K and bringing the position to 150,537 shares worth $17M. The position accounts for 0.31% of the portfolio, ranked #77.

AlphaCore Capital first reported a position in WMT in Q1 2020 and has held it in 15 quarters since. The position peaked at $18.1M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • AlphaCore Capital held 150,537 shares of Walmart Inc worth $17M as of Q2 2026.
  • AlphaCore Capital bought 4,830 Walmart Inc shares in Q2 2026, an estimated $600K.
  • Walmart Inc made up 0.31% of AlphaCore Capital's portfolio in Q2 2026, its #77 holding.
  • AlphaCore Capital first reported a position in Walmart Inc in Q1 2020 and has held it in 15 quarters since.
  • AlphaCore Capital's Walmart Inc position peaked at $18.1M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.