BWM
WMT icon

Base Wealth Management’s Walmart Inc WMT Stock Holding History

Base 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 		$273K Buy
2,408
+11
+0.5% +$1.37K 0.13% 54
2026
Q1 		$298K Sell
2,397
-209
-8% -$25.7K 0.17% 48
2025
Q4 		$290K Buy
2,606
+102
+4% +$11K 0.16% 48
2025
Q3 		$258K Buy
2,504
+211
+9% +$21K 0.15% 48
2025
Q2 		$224K Sell
2,293
-61
-3% -$5.81K 0.14% 51
2025
Q1 		$207K Buy
+2,354
New +$221K 0.16% 48

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Base Wealth Management increased its Walmart Inc (WMT) stake by 0.46% in Q2 2026, buying an estimated $1.37K and bringing the position to 2,408 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #54.

Base Wealth Management first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q1 2026. 3,579 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Base Wealth Management held 2,408 shares of Walmart Inc worth $273K as of Q2 2026.
  • Base Wealth Management bought 11 Walmart Inc shares in Q2 2026, an estimated $1.37K.
  • Walmart Inc made up 0.13% of Base Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Base Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's Walmart Inc position peaked at $298K in Q1 2026.
  • 3,579 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.