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Equitable Holdings’s Walmart Inc WMT Stock Holding History

Equitable Holdings’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 		$41.2M Sell
363,775
-65,916
-15% -$8.18M 0.25% 92
2026
Q1 		$50M Buy
429,691
+202,122
+89% +$24.8M 0.32% 67
2025
Q4 		$25.4M Buy
227,569
+2,369
+1% +$254K 0.17% 119
2025
Q3 		$23.2M Buy
225,200
+13,979
+7% +$1.39M 0.17% 119
2025
Q2 		$20.7M Buy
211,221
+35,797
+20% +$3.41M 0.17% 115
2025
Q1 		$15.4M Buy
175,424
+21,433
+14% +$2.01M 0.15% 132
2024
Q4 		$13.9M Buy
153,991
+8,780
+6% +$762K 0.13% 135
2024
Q3 		$11.7M Buy
145,211
+47,067
+48% +$3.46M 0.11% 150
2024
Q2 		$6.65M Buy
98,144
+11,394
+13% +$718K 0.07% 217
2024
Q1 		$5.22M Buy
86,750
+2,678
+3% +$153K 0.06% 232
2023
Q4 		$4.42M Buy
84,072
+11,592
+16% +$613K 0.05% 245
2023
Q3 		$3.86M Buy
72,480
+3,657
+5% +$195K 0.06% 240
2023
Q2 		$3.61M Buy
68,823
+19,575
+40% +$988K 0.05% 241
2023
Q1 		$2.42M Buy
49,248
+4,299
+10% +$204K 0.04% 289
2022
Q4 		$2.12M Sell
44,949
-6,183
-12% -$294K 0.04% 287
2022
Q3 		$2.21M Buy
51,132
+7,026
+16% +$308K 0.04% 250
2022
Q2 		$1.79M Sell
44,106
-17,874
-29% -$824K 0.03% 277
2022
Q1 		$3.08M Buy
61,980
+3,369
+6% +$158K 0.05% 217
2021
Q4 		$2.83M Buy
58,611
+6,162
+12% +$294K 0.04% 230
2021
Q3 		$2.44M Sell
52,449
-609
-1% -$29.3K 0.04% 239
2021
Q2 		$2.49M Buy
53,058
+252
+0.5% +$11.7K 0.04% 236
2021
Q1 		$2.39M Buy
52,806
+20,478
+63% +$949K 0.05% 219
2020
Q4 		$1.55M Buy
32,328
+4,089
+14% +$199K 0.04% 259
2020
Q3 		$1.32M Buy
28,239
+1,392
+5% +$61.9K 0.03% 267
2020
Q2 		$1.07M Buy
26,847
+2,007
+8% +$82.6K 0.03% 290
2020
Q1 		$941K Buy
24,840
+1,539
+7% +$59.2K 0.03% 269
2019
Q4 		$923K Buy
+23,301
New +$925K 0.03% 304

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

Equitable Holdings's WMT Position: Q2 2026 in Review

Equitable Holdings reduced its Walmart Inc (WMT) stake by 15% in Q2 2026, selling an estimated $8.18M and leaving 363,775 shares worth $41.2M. The position accounts for 0.25% of the portfolio, ranked #92.

Equitable Holdings first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $50M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Equitable Holdings held 363,775 shares of Walmart Inc worth $41.2M as of Q2 2026.
  • Equitable Holdings sold 65,916 Walmart Inc shares in Q2 2026, an estimated $8.18M.
  • Walmart Inc made up 0.25% of Equitable Holdings's portfolio in Q2 2026, its #92 holding.
  • Equitable Holdings first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Walmart Inc position peaked at $50M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.