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Empowered Funds’s Walmart Inc WMT Stock Holding History

Empowered Funds’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 		$50.5M Buy
445,557
+35,552
+9% +$4.41M 0.27% 67
2026
Q1 		$51M Buy
+410,005
New +$50.3M 0.33% 47
2025
Q4 		– Sell
-341,025
Closed -$35.1M – 1926
2025
Q3 		$35.1M Buy
341,025
+33,036
+11% +$3.29M 0.35% 36
2025
Q2 		$30.1M Buy
307,989
+57,848
+23% +$5.51M 0.34% 47
2025
Q1 		$22M Buy
250,141
+91,016
+57% +$8.54M 0.31% 49
2024
Q4 		$14.4M Sell
159,125
-2,756
-2% -$239K 0.21% 87
2024
Q3 		$13.1M Sell
161,881
-41,847
-21% -$3.07M 0.21% 94
2024
Q2 		$13.8M Buy
203,728
+43,436
+27% +$2.74M 0.24% 77
2024
Q1 		$9.64M Buy
160,292
+42,173
+36% +$2.41M 0.17% 129
2023
Q4 		$6.21M Buy
118,119
+26,661
+29% +$1.41M 0.16% 177
2023
Q3 		$4.88M Sell
91,458
-93
-0.1% -$4.95K 0.14% 186
2023
Q2 		$4.8M Buy
91,551
+14,646
+19% +$739K 0.17% 142
2023
Q1 		$3.78M Sell
76,905
-1,920
-2% -$91.1K 0.22% 134
2022
Q4 		$3.73M Buy
78,825
+57,993
+278% +$2.75M 0.24% 137
2022
Q3 		$900K Buy
+20,832
New +$913K 0.09% 191
2017
Q2 		– Sell
-67,386
Closed -$1.62M – 118
2017
Q1 		$1.62M Buy
+67,386
New +$1.55M 1.66% 11

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

Empowered Funds's WMT Position: Q2 2026 in Review

Empowered Funds increased its Walmart Inc (WMT) stake by 8.7% in Q2 2026, buying an estimated $4.41M and bringing the position to 445,557 shares worth $50.5M. The position accounts for 0.27% of the portfolio, ranked #67.

Empowered Funds first reported a position in WMT in Q1 2017 and has held it in 16 quarters since. The position peaked at $51M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Empowered Funds held 445,557 shares of Walmart Inc worth $50.5M as of Q2 2026.
  • Empowered Funds bought 35,552 Walmart Inc shares in Q2 2026, an estimated $4.41M.
  • Walmart Inc made up 0.27% of Empowered Funds's portfolio in Q2 2026, its #67 holding.
  • Empowered Funds first reported a position in Walmart Inc in Q1 2017 and has held it in 16 quarters since.
  • Empowered Funds's Walmart Inc position peaked at $51M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.