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Gentry Private Wealth’s Walmart Inc WMT Stock Holding History

Gentry Private Wealth’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 		$1M Buy
8,848
+134
+2% +$16.6K 0.52% 28
2026
Q1 		$1.08M Buy
8,714
+289
+3% +$35.5K 0.65% 24
2025
Q4 		$939K Buy
8,425
+1,471
+21% +$158K 0.59% 26
2025
Q3 		$717K Buy
6,954
+298
+4% +$29.7K 0.5% 27
2025
Q2 		$651K Buy
6,656
+3
+0% +$286 0.5% 32
2025
Q1 		$584K Buy
+6,653
New +$624K 0.48% 35
2024
Q4 		– Sell
-8,373
Closed -$676K – 86
2024
Q3 		$676K Sell
8,373
-283
-3% -$20.8K 0.55% 30
2024
Q2 		$586K Buy
+8,656
New +$545K 0.52% 29

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

Gentry Private Wealth's WMT Position: Q2 2026 in Review

Gentry Private Wealth increased its Walmart Inc (WMT) stake by 1.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 8,848 shares worth $1M. The position accounts for 0.52% of the portfolio, ranked #28.

Gentry Private Wealth first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gentry Private Wealth held 8,848 shares of Walmart Inc worth $1M as of Q2 2026.
  • Gentry Private Wealth bought 134 Walmart Inc shares in Q2 2026, an estimated $16.6K.
  • Walmart Inc made up 0.52% of Gentry Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Gentry Private Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • Gentry Private Wealth's Walmart Inc position peaked at $1.08M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.