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Gallagher Fiduciary Advisors’s Walmart Inc WMT Stock Holding History

Gallagher Fiduciary 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 		$1.14M Sell
10,099
-69
-0.7% -$8.57K 0.04% 103
2026
Q1 		$1.26M Buy
10,168
+69
+0.7% +$8.47K 0.05% 62
2025
Q4 		$1.13M Buy
10,099
+172
+2% +$18.5K 0.04% 92
2025
Q3 		$1.02M Sell
9,927
-34
-0.3% -$3.38K 0.04% 81
2025
Q2 		$974K Buy
9,961
+419
+4% +$39.9K 0.04% 78
2025
Q1 		$838K Sell
9,542
-80
-0.8% -$7.5K 0.03% 104
2024
Q4 		$869K Sell
9,622
-2,327
-19% -$202K 0.17% 67
2024
Q3 		$965K Sell
11,949
-3,931
-25% -$289K 0.2% 58
2024
Q2 		$1.08M Buy
15,880
+762
+5% +$48K 0.24% 48
2024
Q1 		$910K Buy
15,118
+826
+6% +$47.3K 0.03% 60
2023
Q4 		$751K Buy
14,292
+831
+6% +$44K 0.03% 73
2023
Q3 		$718K Sell
13,461
-4,104
-23% -$218K 0.06% 66
2023
Q2 		$921K Sell
17,565
-1,203
-6% -$60.7K 0.07% 64
2023
Q1 		$923K Buy
+18,768
New +$891K 0.08% 69

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

Gallagher Fiduciary Advisors's WMT Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Walmart Inc (WMT) stake by 0.68% in Q2 2026, selling an estimated $8.57K and leaving 10,099 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #103.

Gallagher Fiduciary Advisors first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gallagher Fiduciary Advisors held 10,099 shares of Walmart Inc worth $1.14M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 69 Walmart Inc shares in Q2 2026, an estimated $8.57K.
  • Walmart Inc made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #103 holding.
  • Gallagher Fiduciary Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Walmart Inc position peaked at $1.26M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.