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Angeles Wealth Management’s Walmart Inc WMT Stock Holding History

Angeles 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 		$2.88M Buy
25,437
+712
+3% +$88.4K 0.13% 70
2026
Q1 		$3.08M Buy
24,725
+2,926
+13% +$359K 0.17% 57
2025
Q4 		$2.43M Buy
21,799
+5,709
+35% +$613K 0.13% 64
2025
Q3 		$1.66M Buy
16,090
+327
+2% +$32.6K 0.1% 78
2025
Q2 		$1.54M Buy
15,763
+2,016
+15% +$192K 0.11% 68
2025
Q1 		$1.21M Sell
13,747
-202
-1% -$18.9K 0.1% 75
2024
Q4 		$1.26M Buy
13,949
+1,734
+14% +$150K 0.1% 72
2024
Q3 		$986K Buy
12,215
+42
+0.3% +$3.08K 0.09% 86
2024
Q2 		$824K Buy
12,173
+1,691
+16% +$106K 0.08% 91
2024
Q1 		$631K Buy
10,482
+2,982
+40% +$171K 0.06% 104
2023
Q4 		$394K Buy
7,500
+609
+9% +$32.2K 0.05% 126
2023
Q3 		$367K Buy
6,891
+141
+2% +$7.5K 0.05% 111
2023
Q2 		$354K Buy
6,750
+495
+8% +$25K 0.05% 127
2023
Q1 		$307K Sell
6,255
-18
-0.3% -$854 0.05% 129
2022
Q4 		$296K Buy
6,273
+1,035
+20% +$49.2K 0.05% 128
2022
Q3 		$226K Buy
+5,238
New +$229K 0.04% 142

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

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

Angeles Wealth Management increased its Walmart Inc (WMT) stake by 2.9% in Q2 2026, buying an estimated $88.4K and bringing the position to 25,437 shares worth $2.88M. The position accounts for 0.13% of the portfolio, ranked #70.

Angeles Wealth Management first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.08M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Angeles Wealth Management held 25,437 shares of Walmart Inc worth $2.88M as of Q2 2026.
  • Angeles Wealth Management bought 712 Walmart Inc shares in Q2 2026, an estimated $88.4K.
  • Walmart Inc made up 0.13% of Angeles Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Angeles Wealth Management first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
  • Angeles Wealth Management's Walmart Inc position peaked at $3.08M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.