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AMJ Financial Wealth Management’s Walmart Inc WMT Stock Holding History

AMJ Financial 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 		$11.5M Hold
92,639
– – 2.72% 9
2026
Q1 		$11.5M Buy
92,639
+6,345
+7% +$779K 2.72% 9
2025
Q4 		$9.61M Buy
86,294
+25,883
+43% +$2.78M 2.27% 15
2025
Q3 		$6.23M Buy
60,411
+4,034
+7% +$402K 1.48% 32
2025
Q2 		$5.51M Buy
56,377
+1,958
+4% +$187K 1.37% 36
2025
Q1 		$4.78M Buy
54,419
+2,704
+5% +$254K 1.41% 33
2024
Q4 		$4.67M Sell
51,715
-142
-0.3% -$12.3K 1.29% 34
2024
Q3 		$4.19M Sell
51,857
-3,304
-6% -$243K 1.2% 34
2024
Q2 		$3.73M Buy
55,161
+1,119
+2% +$70.5K 1.16% 35
2024
Q1 		$3.25M Buy
54,042
+3,093
+6% +$177K 1.09% 33
2023
Q4 		$2.68M Buy
+50,949
New +$2.7M 1.13% 34
2022
Q2 		– Sell
-158,157
Closed -$7.85M – 90
2022
Q1 		$7.85M Buy
158,157
+97,041
+159% +$4.56M 3.15% 10
2021
Q4 		$2.95M Buy
61,116
+2,322
+4% +$111K 1.06% 30
2021
Q3 		$2.73M Buy
58,794
+4,515
+8% +$218K 1.12% 33
2021
Q2 		$2.55M Buy
54,279
+735
+1% +$34.2K 1.11% 35
2021
Q1 		$2.42M Sell
53,544
-58,362
-52% -$2.7M 1.17% 33
2020
Q4 		$5.38M Buy
111,906
+6,318
+6% +$307K 2.75% 13
2020
Q3 		$4.92M Sell
105,588
-8,403
-7% -$374K 2.9% 12
2020
Q2 		$4.55M Buy
113,991
+35,640
+45% +$1.47M 3.1% 7
2020
Q1 		$2.97M Sell
78,351
-28,320
-27% -$1.09M 5.15% 8
2019
Q4 		$4.23M Buy
+106,671
New +$4.24M 2.97% 8

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

AMJ Financial Wealth Management's WMT Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 92,639 shares worth $11.5M. The position accounts for 2.72% of the portfolio, ranked #9.

AMJ Financial Wealth Management first reported a position in WMT in Q4 2019 and has held it in 21 quarters since. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • AMJ Financial Wealth Management held 92,639 shares of Walmart Inc worth $11.5M as of Q2 2026.
  • AMJ Financial Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 2.72% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #9 holding.
  • AMJ Financial Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 21 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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