ClientFirst Wealth Management’s Walmart Inc WMT Stock Holding History

ClientFirst 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	$258K	Hold	2,280	–	–	0.21%	44
2026 Q1	$283K	Hold	2,280	–	–	0.24%	40
2025 Q4	$254K	Hold	2,280	–	–	0.2%	43
2025 Q3	$235K	Sell	2,280 -85	-4%	-$8.46K	0.19%	47
2025 Q2	$231K	Hold	2,365	–	–	0.24%	45
2025 Q1	$208K	Buy	2,365 +85	+4%	+$7.97K	0.24%	45
2024 Q4	$206K	Buy	+2,280	New	+$198K	0.21%	46

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

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

ClientFirst Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 2,280 shares worth $258K. The position accounts for 0.21% of the portfolio, ranked #44.

ClientFirst Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

ClientFirst Wealth Management held 2,280 shares of Walmart Inc worth $258K as of Q2 2026.
ClientFirst Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.21% of ClientFirst Wealth Management's portfolio in Q2 2026, its #44 holding.
ClientFirst Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
ClientFirst Wealth Management's Walmart Inc position peaked at $283K in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.