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AXS Investments’s Walmart Inc WMT Stock Holding History

AXS Investments’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 		$352K Sell
3,104
-159
-5% -$19.7K 0.1% 99
2026
Q1 		$406K Sell
3,263
-1,524
-32% -$187K 0.16% 97
2025
Q4 		$533K Sell
4,787
-790
-14% -$84.8K 0.18% 101
2025
Q3 		$575K Buy
5,577
+1,456
+35% +$145K 0.18% 97
2025
Q2 		$403K Sell
4,121
-1,103
-21% -$105K 0.17% 121
2025
Q1 		$459K Sell
5,224
-880
-14% -$82.6K 0.13% 181
2024
Q4 		$551K Buy
6,104
+57
+0.9% +$4.95K 0.15% 184
2024
Q3 		$488K Sell
6,047
-1,175
-16% -$86.3K 0.13% 199
2024
Q2 		$489K Sell
7,222
-355
-5% -$22.4K 0.14% 202
2024
Q1 		$456K Buy
7,577
+458
+6% +$26.2K 0.11% 226
2023
Q4 		$374K Sell
7,119
-750
-10% -$39.7K 0.09% 245
2023
Q3 		$419K Sell
7,869
-2,961
-27% -$158K 0.11% 224
2023
Q2 		$567K Sell
10,830
-1,596
-13% -$80.5K 0.15% 206
2023
Q1 		$611K Sell
12,426
-858
-6% -$40.7K 0.2% 164
2022
Q4 		$628K Sell
13,284
-1,761
-12% -$83.6K 0.22% 150
2022
Q3 		$650K Sell
15,045
-2,391
-14% -$105K 0.25% 149
2022
Q2 		$707K Sell
17,436
-2,436
-12% -$112K 0.25% 153
2022
Q1 		$986K Sell
19,872
-5,043
-20% -$237K 0.39% 64
2021
Q4 		$1.2M Buy
24,915
+15,531
+166% +$741K 0.28% 73
2021
Q3 		$436K Sell
9,384
-22,794
-71% -$1.1M 0.16% 61
2021
Q2 		$1.51M Buy
32,178
+6,432
+25% +$300K 0.46% 61
2021
Q1 		$1.17M Buy
+25,746
New +$1.19M 0.41% 61

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

AXS Investments's WMT Position: Q2 2026 in Review

AXS Investments reduced its Walmart Inc (WMT) stake by 4.9% in Q2 2026, selling an estimated $19.7K and leaving 3,104 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #99.

AXS Investments first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.51M in Q2 2021. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • AXS Investments held 3,104 shares of Walmart Inc worth $352K as of Q2 2026.
  • AXS Investments sold 159 Walmart Inc shares in Q2 2026, an estimated $19.7K.
  • Walmart Inc made up 0.1% of AXS Investments's portfolio in Q2 2026, its #99 holding.
  • AXS Investments first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • AXS Investments's Walmart Inc position peaked at $1.51M in Q2 2021.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.