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Burton Enright Welch’s Walmart Inc WMT Stock Holding History

Burton Enright Welch’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 		$440K Sell
3,889
-947
-20% -$118K 0.05% 102
2026
Q1 		$601K Buy
4,836
+501
+12% +$61.5K 0.08% 82
2025
Q4 		$483K Buy
4,335
+594
+16% +$63.8K 0.07% 90
2025
Q3 		$386K Buy
3,741
+340
+10% +$33.8K 0.06% 100
2025
Q2 		$333K Buy
3,401
+1,037
+44% +$98.8K 0.06% 98
2025
Q1 		$208K Buy
+2,364
New +$222K 0.04% 102

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

Burton Enright Welch's WMT Position: Q2 2026 in Review

Burton Enright Welch reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $118K and leaving 3,889 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #102.

Burton Enright Welch first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $601K in Q1 2026. 4,393 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Burton Enright Welch held 3,889 shares of Walmart Inc worth $440K as of Q2 2026.
  • Burton Enright Welch sold 947 Walmart Inc shares in Q2 2026, an estimated $118K.
  • Walmart Inc made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #102 holding.
  • Burton Enright Welch first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • Burton Enright Welch's Walmart Inc position peaked at $601K in Q1 2026.
  • 4,393 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.