Denver PWM’s Walmart Inc WMT Stock Holding History

Denver PWM’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	$463K	Buy	4,019 +458	+13%	+$56.9K	0.15%	60
2026 Q1	$464K	Buy	3,561 +644	+22%	+$79.1K	0.16%	59
2025 Q4	$285K	Hold	2,917	–	–	0.1%	67
2025 Q3	$285K	Hold	2,917	–	–	0.09%	69
2025 Q2	$285K	Buy	2,917 +6	+0.2%	+$572	0.09%	69
2025 Q1	$256K	Buy	2,911 +112	+4%	+$10.5K	0.09%	58
2024 Q4	$253K	Sell	2,799 -244	-8%	-$21.2K	0.1%	50
2024 Q3	$246K	Buy	3,043 +294	+11%	+$21.6K	0.09%	57
2024 Q2	$186K	Buy	+2,749	New	+$173K	0.07%	61

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

Denver PWM's WMT Position: Q2 2026 in Review

Denver PWM increased its Walmart Inc (WMT) stake by 13% in Q2 2026, buying an estimated $56.9K and bringing the position to 4,019 shares worth $463K. The position accounts for 0.15% of the portfolio, ranked #60.

Denver PWM first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $464K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Denver PWM held 4,019 shares of Walmart Inc worth $463K as of Q2 2026.
Denver PWM bought 458 Walmart Inc shares in Q2 2026, an estimated $56.9K.
Walmart Inc made up 0.15% of Denver PWM's portfolio in Q2 2026, its #60 holding.
Denver PWM first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Denver PWM's Walmart Inc position peaked at $464K in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.