EPW
WMT icon

Endeavor Private Wealth’s Walmart Inc WMT Stock Holding History

Endeavor Private 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 		$1.3M Sell
11,506
-135
-1% -$16.8K 0.32% 77
2026
Q1 		$1.45M Sell
11,641
-1,453
-11% -$178K 0.42% 68
2025
Q4 		$1.46M Buy
13,094
+570
+5% +$61.2K 0.42% 65
2025
Q3 		$1.29M Buy
12,524
+2,643
+27% +$263K 0.4% 66
2025
Q2 		$966K Buy
9,881
+571
+6% +$54.4K 0.46% 54
2025
Q1 		$819K Buy
9,310
+8,110
+676% +$761K 0.45% 53
2024
Q4 		$109K Buy
+1,200
New +$104K 0.1% 84

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

Endeavor Private Wealth's WMT Position: Q2 2026 in Review

Endeavor Private Wealth reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $16.8K and leaving 11,506 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #77.

Endeavor Private Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2025. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Endeavor Private Wealth held 11,506 shares of Walmart Inc worth $1.3M as of Q2 2026.
  • Endeavor Private Wealth sold 135 Walmart Inc shares in Q2 2026, an estimated $16.8K.
  • Walmart Inc made up 0.32% of Endeavor Private Wealth's portfolio in Q2 2026, its #77 holding.
  • Endeavor Private Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Endeavor Private Wealth's Walmart Inc position peaked at $1.46M in Q4 2025.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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