Empirical Asset Management’s Walmart Inc WMT Stock Holding History

Empirical Asset 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	$2.14M	Sell	18,924 -2,341	-11%	-$291K	0.48%	48
2026 Q1	$2.64M	Sell	21,265 -2,228	-9%	-$274K	0.7%	21
2025 Q4	$2.29M	Sell	23,493 -285	-1%	-$30.6K	0.65%	25
2025 Q3	$2.15M	Buy	23,778 +3,306	+16%	+$329K	0.6%	28
2025 Q2	$2M	Buy	20,472 +131	+0.6%	+$12.5K	0.62%	35
2025 Q1	$1.79M	Sell	20,341 -5,831	-22%	-$547K	0.61%	34
2024 Q4	$1.79M	Buy	26,172 +6,151	+31%	+$534K	0.59%	34
2024 Q3	$1.62M	Buy	20,021 +17	+0.1%	+$1.25K	0.58%	42
2024 Q2	$1.35M	Sell	20,004 -4,657	-19%	-$293K	0.51%	41
2024 Q1	$1.12M	Buy	24,661 +17,266	+233%	+$988K	0.54%	50
2023 Q4	$389K	Hold	7,395	–	–	0.32%	113
2023 Q3	$394K	Sell	7,395 -237	-3%	-$12.6K	0.34%	104
2023 Q2	$400K	Sell	7,632 -396	-5%	-$20K	0.35%	97
2023 Q1	$395K	Sell	8,028 -20,352	-72%	-$966K	0.38%	95
2022 Q4	$821K	Buy	28,380 +20,691	+269%	+$983K	0.86%	33
2022 Q3	$332K	Sell	7,689 -9,909	-56%	-$434K	0.36%	106
2022 Q2	$713K	Buy	17,598 +7,965	+83%	+$367K	0.75%	40
2022 Q1	$478K	Buy	+9,633	New	+$452K	0.45%	79

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

Empirical Asset Management's WMT Position: Q2 2026 in Review

Empirical Asset Management reduced its Walmart Inc (WMT) stake by 11% in Q2 2026, selling an estimated $291K and leaving 18,924 shares worth $2.14M. The position accounts for 0.48% of the portfolio, ranked #48.

Empirical Asset Management first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.64M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Empirical Asset Management held 18,924 shares of Walmart Inc worth $2.14M as of Q2 2026.
Empirical Asset Management sold 2,341 Walmart Inc shares in Q2 2026, an estimated $291K.
Walmart Inc made up 0.48% of Empirical Asset Management's portfolio in Q2 2026, its #48 holding.
Empirical Asset Management first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
Empirical Asset Management's Walmart Inc position peaked at $2.64M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.