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Boreal Capital Management’s Walmart Inc WMT Stock Holding History

Boreal Capital 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 		$81K Sell
715
-687
-49% -$85.3K 0.06% 161
2026
Q1 		$175K Hold
1,402
– – 0.14% 125
2025
Q4 		$157K Sell
1,402
-1,320
-48% -$142K 0.12% 135
2025
Q3 		$281K Buy
2,722
+150
+6% +$14.9K 0.23% 105
2025
Q2 		$252K Buy
+2,572
New +$245K 0.21% 114

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

Boreal Capital Management's WMT Position: Q2 2026 in Review

Boreal Capital Management reduced its Walmart Inc (WMT) stake by 49% in Q2 2026, selling an estimated $85.3K and leaving 715 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #161.

Boreal Capital Management first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q3 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Boreal Capital Management held 715 shares of Walmart Inc worth $81K as of Q2 2026.
  • Boreal Capital Management sold 687 Walmart Inc shares in Q2 2026, an estimated $85.3K.
  • Walmart Inc made up 0.06% of Boreal Capital Management's portfolio in Q2 2026, its #161 holding.
  • Boreal Capital Management first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Walmart Inc position peaked at $281K in Q3 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.