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Ariadne Wealth Management’s Walmart Inc WMT Stock Holding History

Ariadne 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 		$206K Sell
1,820
-1,125
-38% -$140K 0.09% 234
2026
Q1 		$367K Sell
2,945
-529
-15% -$64.9K 0.16% 136
2025
Q4 		$464K Buy
3,474
+166
+5% +$17.8K 0.19% 111
2025
Q3 		$339K Buy
3,308
+154
+5% +$15.3K 0.15% 145
2025
Q2 		$319K Buy
+3,154
New +$300K 0.15% 146
2025
Q1 		– Sell
-2,741
Closed -$282K – 242
2024
Q4 		$282K Buy
+2,741
New +$238K 0.13% 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

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

Ariadne Wealth Management reduced its Walmart Inc (WMT) stake by 38% in Q2 2026, selling an estimated $140K and leaving 1,820 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #234.

Ariadne Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $464K in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ariadne Wealth Management held 1,820 shares of Walmart Inc worth $206K as of Q2 2026.
  • Ariadne Wealth Management sold 1,125 Walmart Inc shares in Q2 2026, an estimated $140K.
  • Walmart Inc made up 0.09% of Ariadne Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Ariadne Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Ariadne Wealth Management's Walmart Inc position peaked at $464K in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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