Garden State Investment Advisory Services’s Walmart Inc WMT Stock Holding History

Garden State Investment Advisory Services’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	$1.18M	Buy	10,387 +223	+2%	+$27.7K	0.21%	96
2026 Q1	$1.27M	Buy	10,164 +807	+9%	+$99.1K	0.28%	80
2025 Q4	$1.05M	Buy	9,357 +974	+12%	+$105K	0.23%	92
2025 Q3	$864K	Buy	8,383 +6	+0.1%	+$597	0.19%	102
2025 Q2	$820K	Sell	8,377 -256	-3%	-$24.4K	0.21%	99
2025 Q1	$750K	Buy	8,633 +878	+11%	+$82.4K	0.24%	87
2024 Q4	$702K	Buy	7,755 +187	+2%	+$16.2K	0.21%	90
2024 Q3	$612K	Sell	7,568 -76	-1%	-$5.58K	0.2%	98
2024 Q2	$518K	Buy	7,644 +1,047	+16%	+$65.9K	0.18%	110
2024 Q1	$397K	Buy	6,597 +2,151	+48%	+$123K	0.15%	135
2023 Q4	$234K	Buy	4,446 +435	+11%	+$23K	0.09%	180
2023 Q3	$214K	Buy	4,011 +3	+0.1%	+$160	0.1%	170
2023 Q2	$210K	Buy	+4,008	New	+$202K	0.08%	192

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Garden State Investment Advisory Services's WMT Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Walmart Inc (WMT) stake by 2.2% in Q2 2026, buying an estimated $27.7K and bringing the position to 10,387 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #96.

Garden State Investment Advisory Services first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Garden State Investment Advisory Services held 10,387 shares of Walmart Inc worth $1.18M as of Q2 2026.
Garden State Investment Advisory Services bought 223 Walmart Inc shares in Q2 2026, an estimated $27.7K.
Walmart Inc made up 0.21% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #96 holding.
Garden State Investment Advisory Services first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Garden State Investment Advisory Services's Walmart Inc position peaked at $1.27M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.