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Disciplined Investments’s Walmart Inc WMT Stock Holding History

Disciplined Investments’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 		$3.5M Sell
30,914
-700
-2% -$86.9K 1.13% 25
2026
Q1 		$3.93M Buy
31,614
+465
+1% +$57.1K 1.41% 23
2025
Q4 		$3.47M Sell
31,149
-430
-1% -$46.2K 1.33% 22
2025
Q3 		$3.25M Buy
31,579
+302
+1% +$30.1K 1.29% 25
2025
Q2 		$3.06M Buy
31,277
+231
+0.7% +$22K 1.29% 26
2025
Q1 		$2.73M Buy
31,046
+11,096
+56% +$1.04M 1.25% 27
2024
Q4 		$1.8M Sell
19,950
-3,478
-15% -$302K 0.89% 34
2024
Q3 		$1.89M Buy
23,428
+348
+2% +$25.6K 0.93% 34
2024
Q2 		$1.56M Buy
23,080
+75
+0.3% +$4.72K 0.83% 38
2024
Q1 		$1.38M Buy
23,005
+184
+0.8% +$10.5K 0.76% 42
2023
Q4 		$1.2M Sell
22,821
-585
-2% -$31K 0.7% 45
2023
Q3 		$1.25M Sell
23,406
-78
-0.3% -$4.15K 0.76% 44
2023
Q2 		$1.23M Buy
23,484
+516
+2% +$26K 0.66% 44
2023
Q1 		$1.13M Buy
22,968
+14,949
+186% +$710K 0.48% 60
2022
Q4 		$379K Sell
8,019
-15,087
-65% -$716K 0.19% 91
2022
Q3 		$999K Sell
23,106
-399
-2% -$17.5K 0.46% 57
2022
Q2 		$953K Buy
23,505
+696
+3% +$32.1K 0.43% 60
2022
Q1 		$1.13M Buy
22,809
+975
+4% +$45.8K 0.47% 56
2021
Q4 		$1.05M Hold
21,834
– – 0.46% 54
2021
Q3 		$1.01M Buy
21,834
+498
+2% +$24K 0.49% 51
2021
Q2 		$1M Sell
21,336
-1,488
-7% -$69.3K 0.52% 51
2021
Q1 		$1.03M Buy
22,824
+16,494
+261% +$764K 0.61% 47
2020
Q4 		$304K Sell
6,330
-15,117
-70% -$734K 0.2% 81
2020
Q3 		$1M Sell
21,447
-600
-3% -$26.7K 0.74% 38
2020
Q2 		$880K Sell
22,047
-351
-2% -$14.4K 0.68% 45
2020
Q1 		$848K Sell
22,398
-1,479
-6% -$56.9K 0.81% 40
2019
Q4 		$946K Buy
+23,877
New +$948K 0.8% 34

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

Disciplined Investments's WMT Position: Q2 2026 in Review

Disciplined Investments reduced its Walmart Inc (WMT) stake by 2.2% in Q2 2026, selling an estimated $86.9K and leaving 30,914 shares worth $3.5M. The position accounts for 1.13% of the portfolio, ranked #25.

Disciplined Investments first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.93M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Disciplined Investments held 30,914 shares of Walmart Inc worth $3.5M as of Q2 2026.
  • Disciplined Investments sold 700 Walmart Inc shares in Q2 2026, an estimated $86.9K.
  • Walmart Inc made up 1.13% of Disciplined Investments's portfolio in Q2 2026, its #25 holding.
  • Disciplined Investments first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's Walmart Inc position peaked at $3.93M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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