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Delap Wealth Advisory’s Walmart Inc WMT Stock Holding History

Delap 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 		$2.75M Sell
24,287
-707
-3% -$87.8K 0.93% 24
2026
Q1 		$3.11M Buy
24,994
+4,151
+20% +$510K 1.17% 22
2025
Q4 		$2.32M Buy
20,843
+5,563
+36% +$597K 0.9% 26
2025
Q3 		$1.56M Buy
15,280
+106
+0.7% +$10.6K 0.66% 29
2025
Q2 		$1.48M Sell
15,174
-244
-2% -$23.2K 0.71% 27
2025
Q1 		$1.35M Sell
15,418
-1,555
-9% -$146K 0.75% 27
2024
Q4 		$1.53M Buy
16,973
+939
+6% +$81.5K 0.92% 27
2024
Q3 		$1.29M Sell
16,034
-1,764
-10% -$130K 0.82% 26
2024
Q2 		$1.21M Sell
17,798
-19,262
-52% -$1.21M 0.55% 27
2024
Q1 		$2.23M Sell
37,060
-9,824
-21% -$562K 0.9% 24
2023
Q4 		$2.46M Buy
46,884
+19,860
+73% +$1.05M 1.12% 22
2023
Q3 		$1.44M Buy
+27,024
New +$1.44M 1.39% 17
2023
Q1 		– Sell
-7,023
Closed -$332K – 73
2022
Q4 		$332K Buy
+7,023
New +$334K 0.35% 48

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

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

Delap Wealth Advisory reduced its Walmart Inc (WMT) stake by 2.8% in Q2 2026, selling an estimated $87.8K and leaving 24,287 shares worth $2.75M. The position accounts for 0.93% of the portfolio, ranked #24.

Delap Wealth Advisory first reported a position in WMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.11M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Delap Wealth Advisory held 24,287 shares of Walmart Inc worth $2.75M as of Q2 2026.
  • Delap Wealth Advisory sold 707 Walmart Inc shares in Q2 2026, an estimated $87.8K.
  • Walmart Inc made up 0.93% of Delap Wealth Advisory's portfolio in Q2 2026, its #24 holding.
  • Delap Wealth Advisory first reported a position in Walmart Inc in Q4 2022 and has held it in 13 quarters since.
  • Delap Wealth Advisory's Walmart Inc position peaked at $3.11M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.