ForthRight Wealth Management’s Walmart Inc WMT Stock Holding History

ForthRight 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	$684K	Hold	6,043	–	–	0.18%	42
2026 Q1	$751K	Hold	6,043	–	–	0.21%	40
2025 Q4	$673K	Hold	6,043	–	–	0.19%	41
2025 Q3	$623K	Sell	6,043 -100	-2%	-$9.96K	0.18%	42
2025 Q2	$601K	Buy	6,143 +24	+0.4%	+$2.29K	0.19%	41
2025 Q1	$537K	Buy	6,119 +228	+4%	+$21.4K	0.18%	41
2024 Q4	$532K	Hold	5,891	–	–	0.18%	41
2024 Q3	$476K	Buy	5,891 +1	+0%	+$73	0.16%	40
2024 Q2	$399K	Buy	5,890 +3	+0.1%	+$189	0.14%	43
2024 Q1	$354K	Buy	5,887 +1	+0%	+$57	0.13%	46
2023 Q4	$309K	Hold	5,886	–	–	0.12%	48
2023 Q3	$314K	Buy	5,886 +375	+7%	+$20K	0.14%	43
2023 Q2	$289K	Hold	5,511	–	–	0.12%	43
2023 Q1	$271K	Buy	5,511 +750	+16%	+$35.6K	0.12%	42
2022 Q4	$225K	Hold	4,761	–	–	0.12%	48
2022 Q3	$206K	Buy	+4,761	New	+$209K	0.12%	45
2022 Q2	–	Sell	-4,905	Closed	-$243K	–	49
2022 Q1	$243K	Hold	4,905	–	–	0.13%	38
2021 Q4	$237K	Hold	4,905	–	–	0.13%	39
2021 Q3	$228K	Hold	4,905	–	–	0.14%	36
2021 Q2	$231K	Hold	4,905	–	–	0.15%	32
2021 Q1	$222K	Hold	4,905	–	–	0.15%	33
2020 Q4	$236K	Buy	+4,905	New	+$238K	0.19%	28

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 $3.38T AUM 44.17% 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

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

ForthRight Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 6,043 shares worth $684K. The position accounts for 0.18% of the portfolio, ranked #42.

ForthRight Wealth Management first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $751K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

ForthRight Wealth Management held 6,043 shares of Walmart Inc worth $684K as of Q2 2026.
ForthRight Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.18% of ForthRight Wealth Management's portfolio in Q2 2026, its #42 holding.
ForthRight Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
ForthRight Wealth Management's Walmart Inc position peaked at $751K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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