Daner Wealth Management’s Walmart Inc WMT Stock Holding History

Daner Wealth 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	$214K	Buy	1,845 +9	+0.5%	+$1.12K	0.12%	93
2026 Q1	$239K	Buy	+1,836	New	+$225K	0.14%	75

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

Daner Wealth Management's WMT Position: Q2 2026 in Review

Daner Wealth Management increased its Walmart Inc (WMT) stake by 0.49% in Q2 2026, buying an estimated $1.12K and bringing the position to 1,845 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #93.

Daner Wealth Management first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Daner Wealth Management held 1,845 shares of Walmart Inc worth $214K as of Q2 2026.
Daner Wealth Management bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
Walmart Inc made up 0.12% of Daner Wealth Management's portfolio in Q2 2026, its #93 holding.
Daner Wealth Management first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
Daner Wealth Management's Walmart Inc position peaked at $239K in Q1 2026.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.