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Financial Consulate’s Walmart Inc WMT Stock Holding History

Financial Consulate’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 		$217K Sell
1,918
-176
-8% -$21.8K 0.02% 147
2026
Q1 		$260K Buy
2,094
+159
+8% +$19.5K 0.03% 125
2025
Q4 		$216K Buy
1,935
+188
+11% +$20.2K 0.03% 159
2025
Q3 		$180K Buy
+1,747
New +$174K 0.03% 170

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

Financial Consulate's WMT Position: Q2 2026 in Review

Financial Consulate reduced its Walmart Inc (WMT) stake by 8.4% in Q2 2026, selling an estimated $21.8K and leaving 1,918 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #147.

Financial Consulate first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $260K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Consulate held 1,918 shares of Walmart Inc worth $217K as of Q2 2026.
  • Financial Consulate sold 176 Walmart Inc shares in Q2 2026, an estimated $21.8K.
  • Walmart Inc made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #147 holding.
  • Financial Consulate first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Walmart Inc position peaked at $260K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.