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WMT icon

Covestor’s Walmart Inc WMT Stock Holding History

Covestor’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 		$182K Sell
1,602
-10
-0.6% -$1.24K 0.11% 151
2026
Q1 		$200K Sell
1,612
-981
-38% -$120K 0.14% 111
2025
Q4 		$289K Sell
2,593
-143
-5% -$15.4K 0.15% 114
2025
Q3 		$282K Buy
2,736
+81
+3% +$8.06K 0.16% 98
2025
Q2 		$260K Sell
2,655
-246
-8% -$23.4K 0.15% 94
2025
Q1 		$255K Sell
2,901
-13
-0.4% -$1.22K 0.17% 83
2024
Q4 		$263K Buy
2,914
+187
+7% +$16.2K 0.16% 87
2024
Q3 		$220K Buy
2,727
+75
+3% +$5.51K 0.14% 143
2024
Q2 		$180K Buy
2,652
+96
+4% +$6.04K 0.12% 189
2024
Q1 		$154K Buy
2,556
+63
+3% +$3.6K 0.1% 271
2023
Q4 		$131K Sell
2,493
-39
-2% -$2.06K 0.09% 327
2023
Q3 		$135K Sell
2,532
-177
-7% -$9.42K 0.1% 268
2023
Q2 		$142K Buy
2,709
+171
+7% +$8.63K 0.11% 261
2023
Q1 		$125K Sell
2,538
-105
-4% -$4.98K 0.11% 267
2022
Q4 		$125K Sell
2,643
-258
-9% -$12.3K 0.1% 297
2022
Q3 		$125K Sell
2,901
-210
-7% -$9.2K 0.11% 250
2022
Q2 		$126K Sell
3,111
-375
-11% -$17.3K 0.1% 290
2022
Q1 		$173K Buy
3,486
+840
+32% +$39.4K 0.12% 207
2021
Q4 		$128K Buy
+2,646
New +$126K 0.18% 86

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

Covestor's WMT Position: Q2 2026 in Review

Covestor reduced its Walmart Inc (WMT) stake by 0.62% in Q2 2026, selling an estimated $1.24K and leaving 1,602 shares worth $182K. The position accounts for 0.11% of the portfolio, ranked #151.

Covestor first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $289K in Q4 2025. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Covestor held 1,602 shares of Walmart Inc worth $182K as of Q2 2026.
  • Covestor sold 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
  • Walmart Inc made up 0.11% of Covestor's portfolio in Q2 2026, its #151 holding.
  • Covestor first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Walmart Inc position peaked at $289K in Q4 2025.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.