EdgeRock Capital’s Walmart Inc WMT Stock Holding History

EdgeRock Capital’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	$1.56M	Buy	13,766 +81	+0.6%	+$10.1K	0.35%	36
2026 Q1	$1.7M	Buy	13,685 +2,659	+24%	+$326K	0.46%	29
2025 Q4	$1.23M	Buy	11,026 +1,732	+19%	+$186K	0.33%	35
2025 Q3	$958K	Buy	9,294 +74	+0.8%	+$7.37K	0.27%	39
2025 Q2	$903K	Buy	+9,220	New	+$878K	0.29%	39
2023 Q4	–	Sell	-6,390	Closed	-$341K	–	355
2023 Q3	$341K	Buy	6,390 +1,266	+25%	+$67.4K	0.21%	34
2023 Q2	$268K	Buy	5,124 +189	+4%	+$9.54K	0.13%	55
2023 Q1	$243K	Buy	4,935 +471	+11%	+$22.4K	0.12%	56
2022 Q4	$211K	Sell	4,464 -213	-5%	-$10.1K	0.12%	56
2022 Q3	$202K	Buy	+4,677	New	+$205K	0.12%	54

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

EdgeRock Capital's WMT Position: Q2 2026 in Review

EdgeRock Capital increased its Walmart Inc (WMT) stake by 0.59% in Q2 2026, buying an estimated $10.1K and bringing the position to 13,766 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #36.

EdgeRock Capital first reported a position in WMT in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

EdgeRock Capital held 13,766 shares of Walmart Inc worth $1.56M as of Q2 2026.
EdgeRock Capital bought 81 Walmart Inc shares in Q2 2026, an estimated $10.1K.
Walmart Inc made up 0.35% of EdgeRock Capital's portfolio in Q2 2026, its #36 holding.
EdgeRock Capital first reported a position in Walmart Inc in Q3 2022 and has held it in 10 quarters since.
EdgeRock Capital's Walmart Inc position peaked at $1.7M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.