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Gerber Kawasaki Wealth & Investment Management’s Walmart Inc WMT Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$4.67M Sell
41,213
-2,307
-5% -$286K 0.12% 92
2026
Q1 		$5.41M Sell
43,520
-1,361
-3% -$167K 0.17% 81
2025
Q4 		$5M Buy
44,881
+2,543
+6% +$273K 0.17% 77
2025
Q3 		$4.36M Buy
42,338
+853
+2% +$84.9K 0.15% 85
2025
Q2 		$4.06M Buy
41,485
+3,272
+9% +$312K 0.16% 86
2025
Q1 		$3.35M Buy
38,213
+9,831
+35% +$922K 0.15% 84
2024
Q4 		$2.56M Buy
28,382
+18,341
+183% +$1.59M 0.11% 97
2024
Q3 		$811K Buy
10,041
+1,823
+22% +$134K 0.04% 143
2024
Q2 		$556K Sell
8,218
-816
-9% -$51.4K 0.03% 165
2024
Q1 		$544K Buy
9,034
+352
+4% +$20.1K 0.03% 167
2023
Q4 		$456K Buy
8,682
+339
+4% +$17.9K 0.03% 169
2023
Q3 		$445K Buy
8,343
+2,103
+34% +$112K 0.03% 165
2023
Q2 		$327K Buy
6,240
+150
+2% +$7.57K 0.02% 193
2023
Q1 		$299K Sell
6,090
-831
-12% -$39.4K 0.02% 198
2022
Q4 		$327K Sell
6,921
-900
-12% -$42.7K 0.03% 191
2022
Q3 		$338K Buy
7,821
+663
+9% +$29K 0.03% 173
2022
Q2 		$290K Buy
7,158
+204
+3% +$9.41K 0.03% 195
2022
Q1 		$345K Sell
6,954
-1,941
-22% -$91.1K 0.03% 188
2021
Q4 		$429K Buy
8,895
+1,233
+16% +$58.9K 0.03% 171
2021
Q3 		$356K Sell
7,662
-204
-3% -$9.83K 0.05% 128
2021
Q2 		$369K Sell
7,866
-3,876
-33% -$181K 0.04% 168
2021
Q1 		$531K Buy
11,742
+1,425
+14% +$66K 0.06% 131
2020
Q4 		$495K Buy
10,317
+1,236
+14% +$60K 0.07% 114
2020
Q3 		$423K Buy
+9,081
New +$404K 0.09% 85

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's WMT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Walmart Inc (WMT) stake by 5.3% in Q2 2026, selling an estimated $286K and leaving 41,213 shares worth $4.67M. The position accounts for 0.12% of the portfolio, ranked #92.

Gerber Kawasaki Wealth & Investment Management first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.41M in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 41,213 shares of Walmart Inc worth $4.67M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 2,307 Walmart Inc shares in Q2 2026, an estimated $286K.
  • Walmart Inc made up 0.12% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #92 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Walmart Inc position peaked at $5.41M in Q1 2026.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.