Chad R. Baker’s Walmart Inc WMT Stock Holding History

Chad R. Baker’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	$11.6M	Hold	102,675	–	–	1.88%	19
2026 Q1	$12.8M	Hold	102,675	–	–	2.41%	17
2025 Q4	$11.5M	Hold	102,675	–	–	2.06%	20
2025 Q3	$10.6M	Sell	102,675 -345	-0.3%	-$34.3K	1.82%	21
2025 Q2	$10.1M	Hold	103,020	–	–	1.87%	23
2025 Q1	$9.04M	Hold	103,020	–	–	1.84%	22
2024 Q4	$9.31M	Hold	103,020	–	–	1.82%	22
2024 Q3	$8.32M	Hold	103,020	–	–	1.63%	25
2024 Q2	$6.98M	Hold	103,020	–	–	1.46%	26
2024 Q1	$6.2M	Hold	103,020	–	–	1.32%	31
2023 Q4	$5.41M	Buy	103,020 +3,675	+4%	+$194K	1.22%	32
2023 Q3	$5.3M	Buy	99,345 +345	+0.3%	+$18.4K	1.34%	28
2023 Q2	$5.19M	Hold	99,000	–	–	1.23%	31
2023 Q1	$4.87M	Hold	99,000	–	–	1.24%	32
2022 Q4	$4.68M	Hold	99,000	–	–	1.31%	31
2022 Q3	$4.28M	Hold	99,000	–	–	1.22%	31
2022 Q2	$4.01M	Hold	99,000	–	–	1.12%	34
2022 Q1	$4.91M	Hold	99,000	–	–	1.11%	33
2021 Q4	$4.78M	Hold	99,000	–	–	0.99%	35
2021 Q3	$4.6M	Hold	99,000	–	–	1.03%	36
2021 Q2	$4.65M	Hold	99,000	–	–	1.05%	35
2021 Q1	$4.48M	Hold	99,000	–	–	1.07%	35
2020 Q4	$4.76M	Hold	99,000	–	–	1.16%	31
2020 Q3	$4.62M	Hold	99,000	–	–	1.24%	33
2020 Q2	$3.95M	Hold	99,000	–	–	1.19%	32
2020 Q1	$3.75M	Hold	99,000	–	–	1.46%	28
2019 Q4	$3.92M	Hold	99,000	–	–	1.3%	32
2019 Q3	$3.92M	Hold	99,000	–	–	1.39%	30
2019 Q2	$3.65M	Hold	99,000	–	–	1.27%	31
2019 Q1	$3.22M	Hold	99,000	–	–	1.16%	34
2018 Q4	$3.07M	Hold	99,000	–	–	1.33%	30
2018 Q3	$3.1M	Hold	99,000	–	–	1.13%	36
2018 Q2	$2.83M	Hold	99,000	–	–	1.13%	35
2018 Q1	$2.94M	Hold	99,000	–	–	1.16%	37
2017 Q4	$3.26M	Hold	99,000	–	–	1.29%	34
2017 Q3	$2.58M	Hold	99,000	–	–	1.01%	40
2017 Q2	$2.5M	Hold	99,000	–	–	0.99%	40
2017 Q1	$2.38M	Hold	99,000	–	–	0.97%	40
2016 Q4	$2.28M	Hold	99,000	–	–	1.01%	38
2016 Q3	$2.38M	Hold	99,000	–	–	1.02%	41
2016 Q2	$2.41M	Hold	99,000	–	–	1.08%	38
2016 Q1	$2.26M	Hold	99,000	–	–	1.03%	39
2015 Q4	$2.02M	Buy	+99,000	New	+$1.99M	0.9%	45

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Chad R. Baker's WMT Position: Q2 2026 in Review

Chad R. Baker held its Walmart Inc (WMT) position steady in Q2 2026 at 102,675 shares worth $11.6M. The position accounts for 1.88% of the portfolio, ranked #19.

Chad R. Baker first reported a position in WMT in Q4 2015 and has held it in 43 quarters since. The position peaked at $12.8M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Chad R. Baker held 102,675 shares of Walmart Inc worth $11.6M as of Q2 2026.
Chad R. Baker left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 1.88% of Chad R. Baker's portfolio in Q2 2026, its #19 holding.
Chad R. Baker first reported a position in Walmart Inc in Q4 2015 and has held it in 43 quarters since.
Chad R. Baker's Walmart Inc position peaked at $12.8M in Q1 2026.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.