Chase Investment Counsel’s Walmart Inc WMT Stock Holding History

Chase Investment Counsel’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	-3,048	Closed	-$378K	–	171
2026 Q1	$378K	Buy	+3,048	New	+$374K	0.1%	118

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 $3.38T AUM 44.17% 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

Chase Investment Counsel's WMT Position: Q2 2026 in Review

Chase Investment Counsel sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 3,048 shares — an estimated $378K sold.

Chase Investment Counsel first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $378K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Chase Investment Counsel reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Chase Investment Counsel sold 3,048 Walmart Inc shares in Q2 2026, an estimated $378K.
Chase Investment Counsel first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
Chase Investment Counsel's Walmart Inc position peaked at $378K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.