Consilio Wealth Advisors’s Walmart Inc WMT Stock Holding History

Consilio Wealth Advisors’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	$630K	Sell	5,566 -74	-1%	-$9.19K	0.15%	49
2026 Q1	$701K	Buy	5,640 +95	+2%	+$11.7K	0.2%	42
2025 Q4	$618K	Sell	5,545 -68	-1%	-$7.3K	0.18%	43
2025 Q3	$578K	Buy	5,613 +194	+4%	+$19.3K	0.19%	41
2025 Q2	$527K	Buy	5,419 +655	+14%	+$62.4K	0.19%	43
2025 Q1	$418K	Buy	4,764 +108	+2%	+$10.1K	0.17%	41
2024 Q4	$421K	Buy	4,656 +151	+3%	+$13.1K	0.17%	42
2024 Q3	$364K	Buy	4,505 +574	+15%	+$42.2K	0.15%	44
2024 Q2	$266K	Buy	3,931 +111	+3%	+$6.99K	0.12%	50
2024 Q1	$230K	Buy	+3,820	New	+$219K	0.11%	57

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

Consilio Wealth Advisors's WMT Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $9.19K and leaving 5,566 shares worth $630K. The position accounts for 0.15% of the portfolio, ranked #49.

Consilio Wealth Advisors first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $701K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Consilio Wealth Advisors held 5,566 shares of Walmart Inc worth $630K as of Q2 2026.
Consilio Wealth Advisors sold 74 Walmart Inc shares in Q2 2026, an estimated $9.19K.
Walmart Inc made up 0.15% of Consilio Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Consilio Wealth Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Consilio Wealth Advisors's Walmart Inc position peaked at $701K in Q1 2026.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.