Gimbal Financial’s Walmart Inc WMT Stock Holding History

Gimbal Financial’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	$835K	Buy	+7,372	New	+$915K	0.51%	18
2025 Q3	$851K	Buy	8,262 +955	+13%	+$95.1K	0.51%	18
2025 Q2	$714K	Buy	7,307 +35	+0.5%	+$3.33K	0.44%	19
2025 Q1	$638K	Buy	7,272 +6	+0.1%	+$563	0.58%	16
2024 Q4	$656K	Buy	7,266 +1	+0%	+$87	0.54%	19
2024 Q3	$603K	Sell	7,265 -259	-3%	-$19K	0.39%	21
2024 Q2	$525K	Sell	7,524 -199	-3%	-$12.5K	0.39%	22
2024 Q1	$465K	Buy	7,723 +202	+3%	+$11.6K	0.38%	23
2023 Q4	$395K	Buy	+7,521	New	+$398K	0.4%	27

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

Gimbal Financial's WMT Position: Q2 2026 in Review

Gimbal Financial opened a new position in Walmart Inc (WMT) in Q2 2026: 7,372 shares worth $835K. The stake represents 0.51% of the portfolio and ranks #18 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in WMT as recently as Q3 2025.

Gimbal Financial first reported a position in WMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $851K in Q3 2025. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Gimbal Financial held 7,372 shares of Walmart Inc worth $835K as of Q2 2026.
Walmart Inc was a new Gimbal Financial position in Q2 2026.
Walmart Inc made up 0.51% of Gimbal Financial's portfolio in Q2 2026, its #18 holding.
Gimbal Financial first reported a position in Walmart Inc in Q4 2023 and has held it in 9 quarters since.
Gimbal Financial's Walmart Inc position peaked at $851K in Q3 2025.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.