FLP Wealth Management’s Walmart Inc WMT Stock Holding History

FLP Wealth 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	$6.23M	Buy	55,050 +10,215	+23%	+$1.27M	11.09%	1
2026 Q1	$5.57M	Buy	44,835 +1,673	+4%	+$205K	11.48%	1
2025 Q4	$4.81M	Buy	43,162 +314	+0.7%	+$33.7K	11.38%	1
2025 Q3	$4.42M	Buy	42,848 +201	+0.5%	+$20K	12.44%	1
2025 Q2	$4.17M	Buy	42,647 +1,799	+4%	+$171K	11.7%	1
2025 Q1	$3.59M	Buy	40,848 +13,392	+49%	+$1.26M	11.4%	1
2024 Q4	$2.48M	Buy	+27,456	New	+$2.38M	6.34%	1

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

FLP Wealth Management's WMT Position: Q2 2026 in Review

FLP Wealth Management increased its Walmart Inc (WMT) stake by 23% in Q2 2026, buying an estimated $1.27M and bringing the position to 55,050 shares worth $6.23M. The position accounts for 11.09% of the portfolio, ranked #1.

FLP Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

FLP Wealth Management held 55,050 shares of Walmart Inc worth $6.23M as of Q2 2026.
FLP Wealth Management bought 10,215 Walmart Inc shares in Q2 2026, an estimated $1.27M.
Walmart Inc made up 11.09% of FLP Wealth Management's portfolio in Q2 2026, its #1 holding.
FLP Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.