FIM
WMT icon

FWL Investment Management’s Walmart Inc WMT Stock Holding History

FWL Investment 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 		$3.58M Sell
31,650
-1,331
-4% -$165K 0.66% 38
2026
Q1 		$4.1M Sell
32,981
-282
-0.8% -$34.6K 0.9% 31
2025
Q4 		$3.71M Buy
33,263
+283
+0.9% +$30.4K 0.89% 31
2025
Q3 		$3.4M Sell
32,980
-2,957
-8% -$294K 0.89% 30
2025
Q2 		$3.51M Sell
35,937
-2,151
-6% -$205K 1.08% 27
2025
Q1 		$3.34M Sell
38,088
-1,469
-4% -$138K 1.24% 25
2024
Q4 		$3.57M Sell
39,557
-442
-1% -$38.4K 1.3% 26
2024
Q3 		$3.23M Buy
39,999
+37,974
+1,875% +$2.79M 1.24% 26
2024
Q2 		$137K Buy
2,025
+1,425
+238% +$89.7K 0.07% 60
2024
Q1 		$36.1K Hold
600
– – 0.02% 112
2023
Q4 		$31.5K Hold
600
– – 0.02% 113
2023
Q3 		$32K Buy
+600
New +$31.9K 0.02% 111
2023
Q1 		– Sell
-1,107
Closed -$52.3K – 194
2022
Q4 		$52.3K Buy
+1,107
New +$52.6K 0.04% 90

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

FWL Investment Management's WMT Position: Q2 2026 in Review

FWL Investment Management reduced its Walmart Inc (WMT) stake by 4% in Q2 2026, selling an estimated $165K and leaving 31,650 shares worth $3.58M. The position accounts for 0.66% of the portfolio, ranked #38.

FWL Investment Management first reported a position in WMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.1M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • FWL Investment Management held 31,650 shares of Walmart Inc worth $3.58M as of Q2 2026.
  • FWL Investment Management sold 1,331 Walmart Inc shares in Q2 2026, an estimated $165K.
  • Walmart Inc made up 0.66% of FWL Investment Management's portfolio in Q2 2026, its #38 holding.
  • FWL Investment Management first reported a position in Walmart Inc in Q4 2022 and has held it in 13 quarters since.
  • FWL Investment Management's Walmart Inc position peaked at $4.1M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.