Elwood & Goetz Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$972K	Buy	8,582 +620	+8%	+$77K	0.14%	53
2026 Q1	$990K	Buy	7,962 +429	+6%	+$52.7K	0.17%	46
2025 Q4	$839K	Buy	7,533 +582	+8%	+$62.5K	0.15%	47
2025 Q3	$716K	Buy	6,951 +2,779	+67%	+$277K	0.14%	48
2025 Q2	$408K	Buy	+4,172	New	+$397K	0.09%	67
2023 Q3	–	Sell	-4,611	Closed	-$242K	–	83
2023 Q2	$242K	Buy	4,611 +123	+3%	+$6.21K	0.06%	61
2023 Q1	$221K	Hold	4,488	–	–	0.05%	62
2022 Q4	$212K	Buy	+4,488	New	+$213K	0.06%	63
2022 Q2	–	Sell	-4,461	Closed	-$221K	–	68
2022 Q1	$221K	Buy	+4,461	New	+$209K	0.07%	61

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 $3.38T AUM 44.17% 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

Elwood & Goetz Wealth Advisory Group's WMT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Walmart Inc (WMT) stake by 7.8% in Q2 2026, buying an estimated $77K and bringing the position to 8,582 shares worth $972K. The position accounts for 0.14% of the portfolio, ranked #53.

Elwood & Goetz Wealth Advisory Group first reported a position in WMT in Q1 2022 and has held it in 9 quarters since. The position peaked at $990K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 8,582 shares of Walmart Inc worth $972K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 620 Walmart Inc shares in Q2 2026, an estimated $77K.
Walmart Inc made up 0.14% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #53 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Walmart Inc in Q1 2022 and has held it in 9 quarters since.
Elwood & Goetz Wealth Advisory Group's Walmart Inc position peaked at $990K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.