Boomfish Wealth Group’s Walmart Inc WMT Stock Holding History

Boomfish Wealth Group’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	$427K	Buy	3,772 +203	+6%	+$25.2K	0.19%	76
2026 Q1	$443K	Buy	3,569 +140	+4%	+$17.2K	0.24%	71
2025 Q4	$382K	Sell	3,429 -272	-7%	-$29.2K	0.2%	74
2025 Q3	$381K	Buy	3,701 +99	+3%	+$9.86K	0.21%	74
2025 Q2	$352K	Buy	3,602 +100	+3%	+$9.53K	0.2%	77
2025 Q1	$307K	Sell	3,502 -415	-11%	-$38.9K	0.2%	73
2024 Q4	$354K	Sell	3,917 -116	-3%	-$10.1K	0.21%	78
2024 Q3	$326K	Sell	4,033 -18,132	-82%	-$1.33M	0.2%	78
2024 Q2	$1.5M	Buy	22,165 +458	+2%	+$28.8K	0.97%	41
2024 Q1	$1.31M	Buy	21,707 +110	+0.5%	+$6.29K	0.88%	57
2023 Q4	$1.13M	Buy	+21,597	New	+$1.14M	0.82%	63

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boomfish Wealth Group's WMT Position: Q2 2026 in Review

Boomfish Wealth Group increased its Walmart Inc (WMT) stake by 5.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,772 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #76.

Boomfish Wealth Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q2 2024. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Boomfish Wealth Group held 3,772 shares of Walmart Inc worth $427K as of Q2 2026.
Boomfish Wealth Group bought 203 Walmart Inc shares in Q2 2026, an estimated $25.2K.
Walmart Inc made up 0.19% of Boomfish Wealth Group's portfolio in Q2 2026, its #76 holding.
Boomfish Wealth Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Boomfish Wealth Group's Walmart Inc position peaked at $1.5M in Q2 2024.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.