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Fulcrum Wealth Advisors’s Walmart Inc WMT Stock Holding History

Fulcrum Wealth 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 		$2M Buy
17,632
+11,563
+191% +$1.44M 1.53% 22
2026
Q1 		$754K Buy
6,069
+258
+4% +$31.7K 0.62% 29
2025
Q4 		$647K Buy
+5,811
New +$624K 0.53% 30

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

Fulcrum Wealth Advisors's WMT Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its Walmart Inc (WMT) stake by 191% in Q2 2026, buying an estimated $1.44M and bringing the position to 17,632 shares worth $2M. The position accounts for 1.53% of the portfolio, ranked #22.

Fulcrum Wealth Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,371 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fulcrum Wealth Advisors held 17,632 shares of Walmart Inc worth $2M as of Q2 2026.
  • Fulcrum Wealth Advisors bought 11,563 Walmart Inc shares in Q2 2026, an estimated $1.44M.
  • Walmart Inc made up 1.53% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Fulcrum Wealth Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 4,371 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.