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Cherrydale Wealth Management’s Walmart Inc WMT Stock Holding History

Cherrydale Wealth Management’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 		$323K Sell
2,849
-14
-0.5% -$1.74K 0.08% 63
2026
Q1 		$356K Sell
2,863
-16
-0.6% -$1.96K 0.11% 51
2025
Q4 		$321K Hold
2,879
– – 0.1% 53
2025
Q3 		$297K Hold
2,879
– – 0.09% 58
2025
Q2 		$281K Buy
2,879
+45
+2% +$4.29K 0.1% 56
2025
Q1 		$249K Sell
2,834
-40
-1% -$3.75K 0.1% 54
2024
Q4 		$260K Hold
2,874
– – 0.1% 55
2024
Q3 		$232K Buy
+2,874
New +$211K 0.09% 56

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

Cherrydale Wealth Management's WMT Position: Q2 2026 in Review

Cherrydale Wealth Management reduced its Walmart Inc (WMT) stake by 0.49% in Q2 2026, selling an estimated $1.74K and leaving 2,849 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #63.

Cherrydale Wealth Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $356K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cherrydale Wealth Management held 2,849 shares of Walmart Inc worth $323K as of Q2 2026.
  • Cherrydale Wealth Management sold 14 Walmart Inc shares in Q2 2026, an estimated $1.74K.
  • Walmart Inc made up 0.08% of Cherrydale Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Cherrydale Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Cherrydale Wealth Management's Walmart Inc position peaked at $356K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.