Broad Peak Investment Advisers’s Walmart Inc WMT Stock Holding History

Broad Peak Investment Advisers’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	–	Sell	-23,500	Closed	-$2.92M	–	28
2026 Q1	$2.92M	Buy	+23,500	New	+$2.89M	0.59%	22
2025 Q3	–	Sell	-56,200	Closed	-$5.5M	–	20
2025 Q2	$5.5M	Buy	+56,200	New	+$5.35M	1.71%	13

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

Broad Peak Investment Advisers's WMT Position: Q2 2026 in Review

Broad Peak Investment Advisers sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 23,500 shares — an estimated $2.92M sold.

Broad Peak Investment Advisers first reported a position in WMT in Q2 2025 and held it in 2 quarters. The position peaked at $5.5M in Q2 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Broad Peak Investment Advisers reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Broad Peak Investment Advisers sold 23,500 Walmart Inc shares in Q2 2026, an estimated $2.92M.
Broad Peak Investment Advisers first reported a position in Walmart Inc in Q2 2025 and held it in 2 quarters.
Broad Peak Investment Advisers's Walmart Inc position peaked at $5.5M in Q2 2025.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Broad Peak Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.