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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
2021
Q4 		– Sell
-60
Closed -$17K – 1122
2021
Q3 		$17K Hold
60
– – ﹤0.01% 544
2021
Q2 		$22K Hold
60
– – ﹤0.01% 248
2021
Q1 		$4K Hold
60
– – ﹤0.01% 227
2020
Q4 		$18K Buy
+60
New +$2.91K ﹤0.01% 179

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 3,578 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.
  • 3,578 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.