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Buck Wealth Strategies’s Walmart Inc WMT Stock Holding History

Buck Wealth Strategies’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 		$13.7M Buy
121,253
+8,454
+7% +$1.05M 1.44% 22
2026
Q1 		$14M Sell
112,799
-10,034
-8% -$1.23M 1.73% 18
2025
Q4 		$13.7M Buy
122,833
+4,477
+4% +$481K 1.74% 17
2025
Q3 		$12.2M Buy
118,356
+1,690
+1% +$168K 1.67% 16
2025
Q2 		$11.4M Buy
116,666
+11,446
+11% +$1.09M 1.74% 17
2025
Q1 		$9.24M Sell
105,220
-209
-0.2% -$19.6K 1.68% 26
2024
Q4 		$9.53M Buy
105,429
+9,547
+10% +$828K 1.98% 20
2024
Q3 		$7.74M Sell
95,882
-14,003
-13% -$1.03M 2.44% 14
2024
Q2 		$7.44M Buy
+109,885
New +$6.92M 2.2% 18
2024
Q1 		– Sell
-108,348
Closed -$5.69M – 105
2023
Q4 		$5.69M Sell
108,348
-1,986
-2% -$105K 2.11% 28
2023
Q3 		$5.88M Sell
110,334
-2,814
-2% -$150K 2.37% 13
2023
Q2 		$5.93M Buy
113,148
+6,462
+6% +$326K 2.57% 10
2023
Q1 		$5.24M Buy
+106,686
New +$5.06M 2.56% 12
2022
Q3 		$5.42M Buy
+101,691
New +$4.45M 2.54% 13

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

Buck Wealth Strategies's WMT Position: Q2 2026 in Review

Buck Wealth Strategies increased its Walmart Inc (WMT) stake by 7.5% in Q2 2026, buying an estimated $1.05M and bringing the position to 121,253 shares worth $13.7M. The position accounts for 1.44% of the portfolio, ranked #22.

Buck Wealth Strategies first reported a position in WMT in Q3 2022 and has held it in 14 quarters since. The position peaked at $14M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Buck Wealth Strategies held 121,253 shares of Walmart Inc worth $13.7M as of Q2 2026.
  • Buck Wealth Strategies bought 8,454 Walmart Inc shares in Q2 2026, an estimated $1.05M.
  • Walmart Inc made up 1.44% of Buck Wealth Strategies's portfolio in Q2 2026, its #22 holding.
  • Buck Wealth Strategies first reported a position in Walmart Inc in Q3 2022 and has held it in 14 quarters since.
  • Buck Wealth Strategies's Walmart Inc position peaked at $14M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.