GCM
WMT icon

Generation Capital Management’s Walmart Inc WMT Stock Holding History

Generation Capital 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 		$1.56M Hold
13,804
– – 0.96% 28
2026
Q1 		$1.72M Hold
13,804
– – 1.25% 22
2025
Q4 		$1.54M Hold
13,804
– – 1% 29
2025
Q3 		$1.42M Hold
13,804
– – 1.03% 30
2025
Q2 		$1.35M Buy
13,804
+88
+0.6% +$8.38K 1.07% 30
2025
Q1 		$1.2M Sell
13,716
-9,695
-41% -$909K 1.08% 29
2024
Q4 		$2.12M Buy
+23,411
New +$2.03M 1.81% 17

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

Generation Capital Management's WMT Position: Q2 2026 in Review

Generation Capital Management held its Walmart Inc (WMT) position steady in Q2 2026 at 13,804 shares worth $1.56M. The position accounts for 0.96% of the portfolio, ranked #28.

Generation Capital Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2024. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Generation Capital Management held 13,804 shares of Walmart Inc worth $1.56M as of Q2 2026.
  • Generation Capital Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.96% of Generation Capital Management's portfolio in Q2 2026, its #28 holding.
  • Generation Capital Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Generation Capital Management's Walmart Inc position peaked at $2.12M in Q4 2024.
  • 4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.