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Councilmark Asset Management’s Walmart Inc WMT Stock Holding History

Councilmark Asset 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 		$6.71M Sell
59,222
-135
-0.2% -$16.8K 3.55% 8
2026
Q1 		$7.38M Sell
59,357
-250
-0.4% -$30.7K 4.23% 7
2025
Q4 		$6.64M Sell
59,607
-1,728
-3% -$186K 3.71% 8
2025
Q3 		$6.32M Sell
61,335
-150
-0.2% -$14.9K 3.62% 9
2025
Q2 		$6.01M Sell
61,485
-635
-1% -$60.5K 3.81% 8
2025
Q1 		$5.45M Sell
62,120
-100
-0.2% -$9.38K 3.68% 7
2024
Q4 		$5.62M Hold
62,220
– – 3.78% 7
2024
Q3 		$5.02M Hold
62,220
– – 3.37% 7
2024
Q2 		$4.21M Sell
62,220
-150
-0.2% -$9.45K 2.99% 9
2024
Q1 		$3.75M Buy
+62,370
New +$3.57M 2.7% 9

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

Councilmark Asset Management's WMT Position: Q2 2026 in Review

Councilmark Asset Management reduced its Walmart Inc (WMT) stake by 0.23% in Q2 2026, selling an estimated $16.8K and leaving 59,222 shares worth $6.71M. The position accounts for 3.55% of the portfolio, ranked #8.

Councilmark Asset Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.38M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Councilmark Asset Management held 59,222 shares of Walmart Inc worth $6.71M as of Q2 2026.
  • Councilmark Asset Management sold 135 Walmart Inc shares in Q2 2026, an estimated $16.8K.
  • Walmart Inc made up 3.55% of Councilmark Asset Management's portfolio in Q2 2026, its #8 holding.
  • Councilmark Asset Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Councilmark Asset Management's Walmart Inc position peaked at $7.38M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.