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Commonwealth Retirement Investments’s Walmart Inc WMT Stock Holding History

Commonwealth Retirement Investments’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 		$942K Buy
8,320
+1
+0% +$124 0.26% 76
2026
Q1 		$1.03M Sell
8,319
-81
-1% -$9.95K 0.32% 74
2025
Q4 		$936K Buy
8,400
+120
+1% +$12.9K 0.3% 78
2025
Q3 		$853K Buy
8,280
+3
+0% +$299 0.29% 77
2025
Q2 		$809K Buy
8,277
+8
+0.1% +$762 0.31% 78
2025
Q1 		$726K Buy
8,269
+102
+1% +$9.57K 0.3% 70
2024
Q4 		$738K Hold
8,167
– – 0.3% 69
2024
Q3 		$659K Buy
8,167
+415
+5% +$30.5K 0.28% 69
2024
Q2 		$525K Sell
7,752
-730
-9% -$46K 0.24% 75
2024
Q1 		$510K Buy
8,482
+40
+0.5% +$2.29K 0.24% 67
2023
Q4 		$444K Sell
8,442
-243
-3% -$12.9K 0.24% 70
2023
Q3 		$463K Sell
8,685
-74,151
-90% -$3.95M 0.27% 59
2023
Q2 		$4.34M Buy
82,836
+582
+0.7% +$29.4K 2.42% 18
2023
Q1 		$4.04M Buy
82,254
+966
+1% +$45.8K 2.4% 19
2022
Q4 		$3.84M Buy
+81,288
New +$3.86M 2.33% 18

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

Commonwealth Retirement Investments's WMT Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Walmart Inc (WMT) stake by 0.01% in Q2 2026, buying an estimated $124 and bringing the position to 8,320 shares worth $942K. The position accounts for 0.26% of the portfolio, ranked #76.

Commonwealth Retirement Investments first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.34M in Q2 2023. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Commonwealth Retirement Investments held 8,320 shares of Walmart Inc worth $942K as of Q2 2026.
  • Commonwealth Retirement Investments bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.26% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #76 holding.
  • Commonwealth Retirement Investments first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Retirement Investments's Walmart Inc position peaked at $4.34M in Q2 2023.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.