Focused Wealth Management’s Walmart Inc WMT Stock Holding History

Focused 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	$3.3M	Buy	29,114 +359	+1%	+$44.6K	0.29%	46
2026 Q1	$3.57M	Buy	28,755 +1,431	+5%	+$176K	0.37%	40
2025 Q4	$3.04M	Buy	27,324 +653	+2%	+$70.1K	0.32%	43
2025 Q3	$2.75M	Buy	26,671 +1,350	+5%	+$134K	0.29%	44
2025 Q2	$2.48M	Buy	25,321 +1,005	+4%	+$95.8K	0.3%	43
2025 Q1	$2.13M	Buy	24,316 +1,381	+6%	+$130K	0.29%	43
2024 Q4	$2.07M	Sell	22,935 -655	-3%	-$56.8K	0.28%	39
2024 Q3	$1.9M	Sell	23,590 -235	-1%	-$17.3K	0.25%	50
2024 Q2	$1.61M	Sell	23,825 -59	-0.2%	-$3.71K	0.23%	47
2024 Q1	$1.44M	Sell	23,884 -59	-0.2%	-$3.38K	0.22%	49
2023 Q4	$1.26M	Buy	23,943 +81	+0.3%	+$4.29K	0.21%	49
2023 Q3	$1.27M	Buy	23,862 +192	+0.8%	+$10.2K	0.22%	47
2023 Q2	$1.24M	Buy	23,670 +9	+0%	+$454	0.22%	49
2023 Q1	$1.16M	Sell	23,661 -264	-1%	-$12.5K	0.24%	46
2022 Q4	$1.13M	Sell	23,925 -27	-0.1%	-$1.28K	0.23%	52
2022 Q3	$1.03M	Sell	23,952 -462	-2%	-$20.2K	0.22%	51
2022 Q2	$989K	Buy	24,414 +3,537	+17%	+$163K	0.18%	66
2022 Q1	$1.04M	Sell	20,877 -402	-2%	-$18.9K	0.16%	61
2021 Q4	$1.03M	Sell	21,279 -2,931	-12%	-$140K	0.16%	64
2021 Q3	$1.13M	Sell	24,210 -60	-0.2%	-$2.89K	0.18%	57
2021 Q2	$1.14M	Buy	24,270 +360	+2%	+$16.8K	0.19%	57
2021 Q1	$1.08M	Buy	23,910 +312	+1%	+$14.5K	0.19%	59
2020 Q4	$1.13M	Sell	23,598 -3,282	-12%	-$159K	0.22%	51
2020 Q3	$1.25M	Buy	26,880 +519	+2%	+$23.1K	0.27%	45
2020 Q2	$1.05M	Buy	26,361 +546	+2%	+$22.5K	0.24%	50
2020 Q1	$978K	Sell	25,815 -5,421	-17%	-$209K	0.28%	45
2019 Q4	$1.24M	Buy	31,236 +2,535	+9%	+$101K	0.29%	45
2019 Q3	$1.14M	Sell	28,701 -11,421	-28%	-$431K	0.31%	43
2019 Q2	$1.48M	Sell	40,122 -10,509	-21%	-$362K	0.39%	42
2019 Q1	$1.65M	Buy	50,631 +2,358	+5%	+$76.5K	0.5%	36
2018 Q4	$1.5M	Buy	48,273 +4,758	+11%	+$153K	0.51%	39
2018 Q3	$1.36M	Sell	43,515 -9,906	-19%	-$303K	0.46%	42
2018 Q2	$1.52M	Buy	53,421 +9,543	+22%	+$271K	0.53%	39
2018 Q1	$1.3M	Buy	43,878 +32,133	+274%	+$1.03M	0.42%	42
2017 Q4	$387K	Buy	11,745 +5,565	+90%	+$170K	0.12%	99
2017 Q3	$161K	Sell	6,180 -6,900	-53%	-$181K	0.05%	132
2017 Q2	$330K	Buy	13,080 +330	+3%	+$8.38K	0.12%	102
2017 Q1	$306K	Buy	12,750 +6,843	+116%	+$157K	0.12%	105
2016 Q4	$136K	Hold	5,907	–	–	0.06%	193
2016 Q3	$142K	Buy	5,907 +60	+1%	+$1.46K	0.06%	185
2016 Q2	$142K	Sell	5,847 -588	-9%	-$13.6K	0.07%	179
2016 Q1	$147K	Buy	6,435 +159	+3%	+$3.49K	0.08%	120
2015 Q4	$128K	Hold	6,276	–	–	0.07%	133
2015 Q3	$136K	Sell	6,276 -2,445	-28%	-$56.1K	0.09%	121
2015 Q2	$206K	Sell	8,721 -10,068	-54%	-$257K	0.13%	95
2015 Q1	$515K	Buy	18,789 +300	+2%	+$8.51K	0.32%	58
2014 Q4	$529K	Sell	18,489 -1,275	-6%	-$34.5K	0.37%	52
2014 Q3	$504K	Sell	19,764 -1,104	-5%	-$27.9K	0.39%	57
2014 Q2	$522K	Sell	20,868 -489	-2%	-$12.6K	0.41%	49
2014 Q1	$544K	Sell	21,357 -1,500	-7%	-$37.7K	0.45%	50
2013 Q4	$600K	Sell	22,857 -300	-1%	-$7.75K	0.5%	45
2013 Q3	$571K	Buy	+23,157	New	+$584K	0.54%	41

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

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

Focused Wealth Management increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $44.6K and bringing the position to 29,114 shares worth $3.3M. The position accounts for 0.29% of the portfolio, ranked #46.

Focused Wealth Management first reported a position in WMT in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.57M in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Focused Wealth Management held 29,114 shares of Walmart Inc worth $3.3M as of Q2 2026.
Focused Wealth Management bought 359 Walmart Inc shares in Q2 2026, an estimated $44.6K.
Walmart Inc made up 0.29% of Focused Wealth Management's portfolio in Q2 2026, its #46 holding.
Focused Wealth Management first reported a position in Walmart Inc in Q3 2013 and has held it in 52 quarters since.
Focused Wealth Management's Walmart Inc position peaked at $3.57M in Q1 2026.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.