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Donoghue Forlines’s Walmart Inc WMT Stock Holding History

Donoghue Forlines’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 		– Sell
-8,346
Closed -$1.04M – 162
2026
Q1 		$1.04M Sell
8,346
-11,902
-59% -$1.46M 0.29% 102
2025
Q4 		$2.26M Buy
+20,248
New +$2.17M 0.7% 45
2025
Q2 		– Sell
-26,428
Closed -$2.32M – 146
2025
Q1 		$2.32M Buy
26,428
+3,928
+17% +$368K 0.74% 29
2024
Q4 		$2.03M Buy
22,500
+3,040
+16% +$264K 0.68% 33
2024
Q3 		$1.57M Buy
+19,460
New +$1.43M 0.45% 52
2023
Q4 		– Sell
-24,489
Closed -$1.31M – 260
2023
Q3 		$1.31M Buy
+24,489
New +$1.3M 0.46% 51
2018
Q1 		– Sell
-80,679
Closed -$2.66M – 186
2017
Q4 		$2.66M Buy
+80,679
New +$2.47M 0.2% 82
2017
Q3 		– Sell
-85,179
Closed -$2.15M – 110
2017
Q2 		$2.15M Buy
+85,179
New +$2.16M 0.24% 78

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

Donoghue Forlines's WMT Position: Q2 2026 in Review

Donoghue Forlines sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 8,346 shares — an estimated $1.04M sold.

Donoghue Forlines first reported a position in WMT in Q2 2017 and held it in 8 quarters. The position peaked at $2.66M in Q4 2017. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Donoghue Forlines reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Donoghue Forlines sold 8,346 Walmart Inc shares in Q2 2026, an estimated $1.04M.
  • Donoghue Forlines first reported a position in Walmart Inc in Q2 2017 and held it in 8 quarters.
  • Donoghue Forlines's Walmart Inc position peaked at $2.66M in Q4 2017.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.