Drake & Associates’s Walmart Inc WMT Stock Holding History

Drake & Associates’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	$1.58M	Sell	13,978 -4,683	-25%	-$581K	0.27%	27
2026 Q1	$2.32M	Sell	18,661 -1,244	-6%	-$153K	0.44%	21
2025 Q4	$2.22M	Sell	19,905 -8,024	-29%	-$862K	0.44%	24
2025 Q3	$2.83M	Buy	27,929 +20,045	+254%	+$2M	0.59%	26
2025 Q2	$771K	Buy	7,884 +1,552	+25%	+$148K	0.19%	55
2025 Q1	$556K	Buy	6,332 +859	+16%	+$80.6K	0.16%	56
2024 Q4	$554K	Sell	5,473 -1,065	-16%	-$92.4K	0.16%	53
2024 Q3	$528K	Buy	6,538 +1,207	+23%	+$88.6K	0.17%	50
2024 Q2	$361K	Sell	5,331 -72	-1%	-$4.53K	0.13%	53
2024 Q1	$325K	Sell	5,403 -273	-5%	-$15.6K	0.12%	61
2023 Q4	$298K	Buy	+5,676	New	+$300K	0.12%	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

Drake & Associates's WMT Position: Q2 2026 in Review

Drake & Associates reduced its Walmart Inc (WMT) stake by 25% in Q2 2026, selling an estimated $581K and leaving 13,978 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #27.

Drake & Associates first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q3 2025. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Drake & Associates held 13,978 shares of Walmart Inc worth $1.58M as of Q2 2026.
Drake & Associates sold 4,683 Walmart Inc shares in Q2 2026, an estimated $581K.
Walmart Inc made up 0.27% of Drake & Associates's portfolio in Q2 2026, its #27 holding.
Drake & Associates first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Drake & Associates's Walmart Inc position peaked at $2.83M in Q3 2025.
4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.