EW
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Element Wealth’s Walmart Inc WMT Stock Holding History

Element Wealth’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 		$1.83M Sell
16,176
-134
-0.8% -$16.6K 0.69% 31
2026
Q1 		$2.03M Sell
16,310
-170
-1% -$20.9K 0.84% 26
2025
Q4 		$1.84M Buy
16,480
+226
+1% +$24.3K 0.76% 30
2025
Q3 		$1.68M Buy
16,254
+1,480
+10% +$147K 0.73% 32
2025
Q2 		$1.44M Buy
14,774
+7,907
+115% +$753K 0.66% 33
2025
Q1 		$603K Sell
6,867
-603
-8% -$56.6K 0.32% 68
2024
Q4 		$675K Buy
7,470
+36
+0.5% +$3.12K 0.35% 63
2024
Q3 		$600K Sell
7,434
-73
-1% -$5.36K 0.32% 61
2024
Q2 		$508K Sell
7,507
-246
-3% -$15.5K 0.29% 67
2024
Q1 		$467K Buy
7,753
+13
+0.2% +$744 0.27% 70
2023
Q4 		$407K Sell
7,740
-105
-1% -$5.56K 0.25% 71
2023
Q3 		$418K Sell
7,845
-81
-1% -$4.31K 0.3% 62
2023
Q2 		$415K Buy
7,926
+2,583
+48% +$130K 0.29% 64
2023
Q1 		$263K Sell
5,343
-378
-7% -$17.9K 0.2% 94
2022
Q4 		$270K Sell
5,721
-339
-6% -$16.1K 0.22% 88
2022
Q3 		$262K Buy
6,060
+60
+1% +$2.63K 0.24% 75
2022
Q2 		$243K Buy
6,000
+30
+0.5% +$1.38K 0.24% 86
2022
Q1 		$296K Buy
5,970
+216
+4% +$10.1K 0.24% 82
2021
Q4 		$278K Hold
5,754
– – 0.21% 84
2021
Q3 		$267K Sell
5,754
-3
-0.1% -$145 0.21% 80
2021
Q2 		$271K Buy
5,757
+189
+3% +$8.8K 0.21% 79
2021
Q1 		$252K Sell
5,568
-141
-2% -$6.53K 0.21% 79
2020
Q4 		$274K Buy
5,709
+30
+0.5% +$1.46K 0.25% 73
2020
Q3 		$265K Sell
5,679
-462
-8% -$20.5K 0.28% 69
2020
Q2 		$245K Buy
6,141
+777
+14% +$32K 0.28% 65
2020
Q1 		$203K Sell
5,364
-507
-9% -$19.5K 0.28% 66
2019
Q4 		$233K Buy
+5,871
New +$233K 0.24% 63

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

Element Wealth's WMT Position: Q2 2026 in Review

Element Wealth reduced its Walmart Inc (WMT) stake by 0.82% in Q2 2026, selling an estimated $16.6K and leaving 16,176 shares worth $1.83M. The position accounts for 0.69% of the portfolio, ranked #31.

Element Wealth first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Element Wealth held 16,176 shares of Walmart Inc worth $1.83M as of Q2 2026.
  • Element Wealth sold 134 Walmart Inc shares in Q2 2026, an estimated $16.6K.
  • Walmart Inc made up 0.69% of Element Wealth's portfolio in Q2 2026, its #31 holding.
  • Element Wealth first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Element Wealth's Walmart Inc position peaked at $2.03M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.