Garton & Associates Financial Advisors’s Walmart Inc WMT Stock Holding History

Garton & Associates Financial 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	–	Sell	-8,300	Closed	-$1.03M	–	74
2026 Q1	$1.03M	Sell	8,300 -1,519	-15%	-$186K	0.84%	38
2025 Q4	$1.09M	Buy	+9,819	New	+$1.05M	0.61%	35

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 $3.37T AUM 44.26% 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

Garton & Associates Financial Advisors's WMT Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 8,300 shares — an estimated $1.03M sold.

Garton & Associates Financial Advisors first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $1.09M in Q4 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Garton & Associates Financial Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 8,300 Walmart Inc shares in Q2 2026, an estimated $1.03M.
Garton & Associates Financial Advisors first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
Garton & Associates Financial Advisors's Walmart Inc position peaked at $1.09M in Q4 2025.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.