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Apex Wealth Management’s Walmart Inc WMT Stock Holding History

Apex 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 		$1.9M Buy
16,775
+9
+0.1% +$1.12K 1.16% 28
2026
Q1 		$2.08M Buy
16,766
+766
+5% +$94K 1.43% 23
2025
Q4 		$1.92M Sell
16,000
-303
-2% -$32.5K 1.94% 17
2025
Q3 		$1.68M Buy
16,303
+38
+0.2% +$3.78K 1.2% 24
2025
Q2 		$1.59M Buy
16,265
+933
+6% +$88.9K 1.28% 23
2025
Q1 		$1.35M Buy
15,332
+304
+2% +$28.5K 1.21% 25
2024
Q4 		$1.36M Buy
+15,028
New +$1.3M 1.17% 28

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

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

Apex Wealth Management increased its Walmart Inc (WMT) stake by 0.05% in Q2 2026, buying an estimated $1.12K and bringing the position to 16,775 shares worth $1.9M. The position accounts for 1.16% of the portfolio, ranked #28.

Apex Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Apex Wealth Management held 16,775 shares of Walmart Inc worth $1.9M as of Q2 2026.
  • Apex Wealth Management bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
  • Walmart Inc made up 1.16% of Apex Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Apex Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Apex Wealth Management's Walmart Inc position peaked at $2.08M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.