CPWA LLC’s Walmart Inc WMT Stock Holding History

CPWA LLC’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	$336K	Sell	2,970 -40	-1%	-$4.97K	0.39%	60
2026 Q1	$384K	Buy	+3,010	New	+$370K	0.46%	52

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

CPWA LLC's WMT Position: Q2 2026 in Review

CPWA LLC reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $4.97K and leaving 2,970 shares worth $336K. The position accounts for 0.39% of the portfolio, ranked #60.

CPWA LLC first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $384K in Q1 2026. 4,372 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

CPWA LLC held 2,970 shares of Walmart Inc worth $336K as of Q2 2026.
CPWA LLC sold 40 Walmart Inc shares in Q2 2026, an estimated $4.97K.
Walmart Inc made up 0.39% of CPWA LLC's portfolio in Q2 2026, its #60 holding.
CPWA LLC first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's Walmart Inc position peaked at $384K in Q1 2026.
4,372 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.