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Annis Gardner Whiting Capital Advisors’s Walmart Inc WMT Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.31M Buy
11,554
+898
+8% +$111K 0.2% 92
2026
Q1 		$1.33M Buy
10,656
+576
+6% +$70.7K 0.21% 80
2025
Q4 		$1.12M Buy
10,080
+438
+5% +$47K 0.21% 89
2025
Q3 		$994K Buy
9,642
+2,451
+34% +$244K 0.2% 90
2025
Q2 		$703K Buy
7,191
+1,321
+23% +$126K 0.24% 86
2025
Q1 		$517K Sell
5,870
-67
-1% -$6.29K 0.22% 96
2024
Q4 		$538K Buy
5,937
+98
+2% +$8.5K 0.15% 122
2024
Q3 		$472K Sell
5,839
-822
-12% -$60.4K 0.13% 133
2024
Q2 		$451K Buy
6,661
+350
+6% +$22K 0.13% 141
2024
Q1 		$381K Buy
6,311
+1,286
+26% +$73.6K 0.14% 121
2023
Q4 		$265K Sell
5,025
-42
-0.8% -$2.22K 0.12% 130
2023
Q3 		$270K Buy
+5,067
New +$270K 0.14% 113

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's WMT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Walmart Inc (WMT) stake by 8.4% in Q2 2026, buying an estimated $111K and bringing the position to 11,554 shares worth $1.31M. The position accounts for 0.2% of the portfolio, ranked #92.

Annis Gardner Whiting Capital Advisors first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 11,554 shares of Walmart Inc worth $1.31M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 898 Walmart Inc shares in Q2 2026, an estimated $111K.
  • Walmart Inc made up 0.2% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #92 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Walmart Inc position peaked at $1.33M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.