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E&R Wealth Management’s Walmart Inc WMT Stock Holding History

E&R Wealth Management’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 		$242K Buy
2,137
+14
+0.7% +$1.74K 0.21% 12
2026
Q1 		$264K Buy
2,123
+3
+0.1% +$368 0.26% 11
2025
Q4 		$236K Buy
+2,120
New +$228K 0.25% 12

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

E&R Wealth Management's WMT Position: Q2 2026 in Review

E&R Wealth Management increased its Walmart Inc (WMT) stake by 0.66% in Q2 2026, buying an estimated $1.74K and bringing the position to 2,137 shares worth $242K. The position accounts for 0.21% of the portfolio, ranked #12.

E&R Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • E&R Wealth Management held 2,137 shares of Walmart Inc worth $242K as of Q2 2026.
  • E&R Wealth Management bought 14 Walmart Inc shares in Q2 2026, an estimated $1.74K.
  • Walmart Inc made up 0.21% of E&R Wealth Management's portfolio in Q2 2026, its #12 holding.
  • E&R Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • E&R Wealth Management's Walmart Inc position peaked at $264K in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on E&R Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.