Frank Rimerman Advisors’s Walmart Inc WMT Stock Holding History

Frank Rimerman Advisors’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	$10.1M	Buy	89,511 +2,850	+3%	+$354K	0.57%	26
2026 Q1	$10.8M	Buy	86,661 +1,246	+1%	+$153K	0.71%	20
2025 Q4	$9.52M	Buy	85,415 +5,453	+7%	+$585K	0.6%	22
2025 Q3	$8.24M	Buy	79,962 +2,586	+3%	+$257K	0.53%	23
2025 Q2	$7.57M	Buy	77,376 +17,299	+29%	+$1.65M	0.51%	25
2025 Q1	$5.27M	Buy	60,077 +3,121	+5%	+$293K	0.42%	38
2024 Q4	$5.15M	Buy	56,956 +201	+0.4%	+$17.4K	0.37%	38
2024 Q3	$4.58M	Sell	56,755 -7,368	-11%	-$541K	0.33%	46
2024 Q2	$4.34M	Buy	64,123 +63,202	+6,862%	+$3.98M	0.31%	45
2024 Q1	$55.4K	Hold	921	–	–	0.01%	122
2023 Q4	$48.4K	Buy	+921	New	+$48.7K	0.01%	122
2021 Q1	–	Sell	-10,281	Closed	-$494K	–	89
2020 Q4	$494K	Buy	+10,281	New	+$499K	0.22%	45

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

Frank Rimerman Advisors's WMT Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $354K and bringing the position to 89,511 shares worth $10.1M. The position accounts for 0.57% of the portfolio, ranked #26.

Frank Rimerman Advisors first reported a position in WMT in Q4 2020 and has held it in 12 quarters since. The position peaked at $10.8M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Frank Rimerman Advisors held 89,511 shares of Walmart Inc worth $10.1M as of Q2 2026.
Frank Rimerman Advisors bought 2,850 Walmart Inc shares in Q2 2026, an estimated $354K.
Walmart Inc made up 0.57% of Frank Rimerman Advisors's portfolio in Q2 2026, its #26 holding.
Frank Rimerman Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 12 quarters since.
Frank Rimerman Advisors's Walmart Inc position peaked at $10.8M in Q1 2026.
4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.