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FWG Investments’s Walmart Inc WMT Stock Holding History

FWG Investments’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 		$545K Buy
4,816
+86
+2% +$10.7K 0.29% 75
2026
Q1 		$588K Sell
4,730
-672
-12% -$82.5K 0.37% 68
2025
Q4 		$602K Sell
5,402
-379
-7% -$40.7K 0.38% 63
2025
Q3 		$596K Buy
5,781
+54
+0.9% +$5.38K 0.41% 58
2025
Q2 		$560K Buy
+5,727
New +$546K 0.43% 60
2025
Q1 		– Sell
-6,598
Closed -$596K – 126
2024
Q4 		$596K Buy
6,598
+227
+4% +$19.7K 0.46% 59
2024
Q3 		$514K Buy
6,371
+406
+7% +$29.8K 0.44% 60
2024
Q2 		$404K Sell
5,965
-8
-0.1% -$504 0.41% 65
2024
Q1 		$359K Buy
5,973
+57
+1% +$3.26K 0.39% 65
2023
Q4 		$311K Buy
+5,916
New +$313K 0.39% 62

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 $3.38T AUM 44.17% 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

FWG Investments's WMT Position: Q2 2026 in Review

FWG Investments increased its Walmart Inc (WMT) stake by 1.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 4,816 shares worth $545K. The position accounts for 0.29% of the portfolio, ranked #75.

FWG Investments first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $602K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • FWG Investments held 4,816 shares of Walmart Inc worth $545K as of Q2 2026.
  • FWG Investments bought 86 Walmart Inc shares in Q2 2026, an estimated $10.7K.
  • Walmart Inc made up 0.29% of FWG Investments's portfolio in Q2 2026, its #75 holding.
  • FWG Investments first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • FWG Investments's Walmart Inc position peaked at $602K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.