Droms Strauss Advisors’s Walmart Inc WMT Stock Holding History

Droms Strauss Advisors’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	$258K	Buy	2,277 +6	+0.3%	+$745	0.06%	72
2026 Q1	$282K	Buy	2,271 +20	+0.9%	+$2.46K	0.07%	65
2025 Q4	$251K	Hold	2,251	–	–	0.07%	74
2025 Q3	$232K	Buy	2,251 +2	+0.1%	+$199	0.07%	68
2025 Q2	$220K	Buy	+2,249	New	+$214K	0.07%	69
2021 Q2	–	Sell	-31,002	Closed	-$1.4M	–	57
2021 Q1	$1.4M	Buy	31,002 +282	+0.9%	+$13.1K	0.69%	17
2020 Q4	$1.48M	Buy	30,720 +42	+0.1%	+$2.04K	0.86%	14
2020 Q3	$1.43M	Buy	30,678 +3	+0%	+$133	0.85%	16
2020 Q2	$1.23M	Hold	30,675	–	–	0.84%	16
2020 Q1	$1.16M	Buy	+30,675	New	+$1.18M	0.97%	16

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

Droms Strauss Advisors's WMT Position: Q2 2026 in Review

Droms Strauss Advisors increased its Walmart Inc (WMT) stake by 0.26% in Q2 2026, buying an estimated $745 and bringing the position to 2,277 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #72.

Droms Strauss Advisors first reported a position in WMT in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2020. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Droms Strauss Advisors held 2,277 shares of Walmart Inc worth $258K as of Q2 2026.
Droms Strauss Advisors bought 6 Walmart Inc shares in Q2 2026, an estimated $745.
Walmart Inc made up 0.06% of Droms Strauss Advisors's portfolio in Q2 2026, its #72 holding.
Droms Strauss Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 10 quarters since.
Droms Strauss Advisors's Walmart Inc position peaked at $1.48M in Q4 2020.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.