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Disciplined Investors’s Walmart Inc WMT Stock Holding History

Disciplined Investors’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 		$2.69M Buy
23,743
+1,152
+5% +$143K 1.34% 20
2026
Q1 		$2.81M Buy
22,591
+9,463
+72% +$1.16M 1.67% 14
2025
Q4 		$1.46M Sell
13,128
-855
-6% -$91.8K 0.96% 32
2025
Q3 		$1.44M Buy
13,983
+3,540
+34% +$352K 1.03% 31
2025
Q2 		$1.02M Buy
10,443
+78
+0.8% +$7.43K 0.8% 37
2025
Q1 		$910K Buy
10,365
+2,106
+25% +$198K 0.82% 37
2024
Q4 		$756K Buy
+8,259
New +$717K 0.73% 37

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 Investors's WMT Position: Q2 2026 in Review

Disciplined Investors increased its Walmart Inc (WMT) stake by 5.1% in Q2 2026, buying an estimated $143K and bringing the position to 23,743 shares worth $2.69M. The position accounts for 1.34% of the portfolio, ranked #20.

Disciplined Investors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Disciplined Investors held 23,743 shares of Walmart Inc worth $2.69M as of Q2 2026.
  • Disciplined Investors bought 1,152 Walmart Inc shares in Q2 2026, an estimated $143K.
  • Walmart Inc made up 1.34% of Disciplined Investors's portfolio in Q2 2026, its #20 holding.
  • Disciplined Investors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Walmart Inc position peaked at $2.81M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.