CWA
WMT icon

Consilium Wealth Advisory’s Walmart Inc WMT Stock Holding History

Consilium Wealth Advisory’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 		$2.96M Buy
26,142
+313
+1% +$38.9K 0.88% 30
2026
Q1 		$3.21M Buy
25,829
+3,492
+16% +$429K 1.09% 23
2025
Q4 		$2.49M Buy
22,337
+474
+2% +$50.9K 0.92% 26
2025
Q3 		$2.25M Sell
21,863
-354
-2% -$35.2K 0.87% 26
2025
Q2 		$2.17M Sell
22,217
-1,104
-5% -$105K 0.92% 25
2025
Q1 		$2.05M Buy
23,321
+11
+0% +$1.03K 1.03% 26
2024
Q4 		$2.11M Buy
23,310
+492
+2% +$42.7K 1% 26
2024
Q3 		$1.84M Buy
22,818
+13,948
+157% +$1.02M 1.01% 23
2024
Q2 		$601K Sell
8,870
-332
-4% -$20.9K 0.33% 52
2024
Q1 		$554K Buy
9,202
+1,234
+15% +$70.6K 0.31% 53
2023
Q4 		$419K Buy
7,968
+831
+12% +$44K 0.25% 63
2023
Q3 		$380K Buy
+7,137
New +$380K 0.27% 61

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

Consilium Wealth Advisory's WMT Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $38.9K and bringing the position to 26,142 shares worth $2.96M. The position accounts for 0.88% of the portfolio, ranked #30.

Consilium Wealth Advisory first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Consilium Wealth Advisory held 26,142 shares of Walmart Inc worth $2.96M as of Q2 2026.
  • Consilium Wealth Advisory bought 313 Walmart Inc shares in Q2 2026, an estimated $38.9K.
  • Walmart Inc made up 0.88% of Consilium Wealth Advisory's portfolio in Q2 2026, its #30 holding.
  • Consilium Wealth Advisory first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Consilium Wealth Advisory's Walmart Inc position peaked at $3.21M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.