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Eldridge Investment Advisors’s Walmart Inc WMT Stock Holding History

Eldridge Investment 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 		$260K Hold
2,297
– – 0.05% 144
2026
Q1 		$285K Sell
2,297
-175
-7% -$21.5K 0.06% 136
2025
Q4 		$275K Buy
2,472
+150
+6% +$16.1K 0.06% 138
2025
Q3 		$239K Hold
2,322
– – 0.05% 147
2025
Q2 		$227K Buy
2,322
+6
+0.3% +$572 0.05% 149
2025
Q1 		$203K Sell
2,316
-195
-8% -$18.3K 0.05% 154
2024
Q4 		$227K Hold
2,511
– – 0.05% 146
2024
Q3 		$203K Buy
+2,511
New +$184K 0.05% 145

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

Eldridge Investment Advisors's WMT Position: Q2 2026 in Review

Eldridge Investment Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 2,297 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #144.

Eldridge Investment Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $285K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Eldridge Investment Advisors held 2,297 shares of Walmart Inc worth $260K as of Q2 2026.
  • Eldridge Investment Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.05% of Eldridge Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Eldridge Investment Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Eldridge Investment Advisors's Walmart Inc position peaked at $285K in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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