Burk Holdings’s Walmart Inc WMT Stock Holding History

Burk Holdings’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	$152K	Sell	1,343 -6	-0.4%	-$745	0.06%	87
2026 Q1	$168K	Buy	+1,349	New	+$166K	0.07%	80

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

Burk Holdings's WMT Position: Q2 2026 in Review

Burk Holdings reduced its Walmart Inc (WMT) stake by 0.44% in Q2 2026, selling an estimated $745 and leaving 1,343 shares worth $152K. The position accounts for 0.06% of the portfolio, ranked #87.

Burk Holdings first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $168K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Burk Holdings held 1,343 shares of Walmart Inc worth $152K as of Q2 2026.
Burk Holdings sold 6 Walmart Inc shares in Q2 2026, an estimated $745.
Walmart Inc made up 0.06% of Burk Holdings's portfolio in Q2 2026, its #87 holding.
Burk Holdings first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Walmart Inc position peaked at $168K in Q1 2026.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.