FCH
WMT icon

Freestone Capital Holdings’s Walmart Inc WMT Stock Holding History

Freestone Capital Holdings’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 		$159K Hold
1,400
– – ﹤0.01% 580
2026
Q1 		$174K Buy
+1,400
New +$172K 0.01% 524
2018
Q2 		– Sell
-600
Closed -$17.8M – 377
2018
Q1 		$17.8M Buy
+600
New +$19.3K 1.04% 31

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

Freestone Capital Holdings's WMT Position: Q2 2026 in Review

Freestone Capital Holdings increased its Walmart Inc (WMT) stake by 1.3% in Q2 2026, buying an estimated $170K and bringing the position to 103,961 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #53.

Freestone Capital Holdings first reported a position in WMT in Q1 2015 and has held it in 33 quarters since. The position peaked at $12.8M in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Freestone Capital Holdings held 103,961 shares of Walmart Inc worth $11.8M as of Q2 2026.
  • Freestone Capital Holdings bought 1,369 Walmart Inc shares in Q2 2026, an estimated $170K.
  • Walmart Inc made up 0.31% of Freestone Capital Holdings's portfolio in Q2 2026, its #53 holding.
  • Freestone Capital Holdings first reported a position in Walmart Inc in Q1 2015 and has held it in 33 quarters since.
  • Freestone Capital Holdings's Walmart Inc position peaked at $12.8M in Q1 2026.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.