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Global Wealth Management Investment Advisory’s Walmart Inc WMT Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.45M Buy
39,284
+1,772
+5% +$220K 0.63% 57
2026
Q1 		$4.66M Sell
37,512
-11,759
-24% -$1.44M 0.73% 51
2025
Q4 		$5.49M Buy
49,271
+888
+2% +$95.3K 0.88% 38
2025
Q3 		$4.99M Buy
48,383
+930
+2% +$92.6K 0.84% 36
2025
Q2 		$4.64M Sell
47,453
-2,225
-4% -$212K 0.87% 38
2025
Q1 		$4.36M Sell
49,678
-12,113
-20% -$1.14M 0.87% 41
2024
Q4 		$5.58M Sell
61,791
-2,374
-4% -$206K 1.15% 20
2024
Q3 		$5.18M Sell
64,165
-3,666
-5% -$269K 1.12% 25
2024
Q2 		$4.59M Buy
67,831
+1,692
+3% +$107K 1.07% 29
2024
Q1 		$3.98M Buy
66,139
+121
+0.2% +$6.92K 0.97% 34
2023
Q4 		$3.47M Sell
66,018
-3,324
-5% -$176K 0.89% 37
2023
Q3 		$3.7M Sell
69,342
-945
-1% -$50.3K 1.04% 25
2023
Q2 		$3.68M Sell
70,287
-402
-0.6% -$20.3K 1.01% 29
2023
Q1 		$3.47M Buy
70,689
+2,178
+3% +$103K 1.05% 32
2022
Q4 		$3.24M Buy
68,511
+19,068
+39% +$906K 1.05% 34
2022
Q3 		$2.14M Buy
49,443
+1,674
+4% +$73.3K 0.76% 48
2022
Q2 		$1.94M Buy
47,769
+3,555
+8% +$164K 0.65% 57
2022
Q1 		$2.19M Buy
44,214
+2,460
+6% +$115K 0.65% 56
2021
Q4 		$2.01M Buy
41,754
+1,335
+3% +$63.7K 0.61% 57
2021
Q3 		$1.88M Sell
40,419
-1,179
-3% -$56.8K 0.59% 61
2021
Q2 		$1.96M Buy
41,598
+1,887
+5% +$87.9K 0.65% 56
2021
Q1 		$1.8M Buy
39,711
+8,508
+27% +$394K 0.65% 52
2020
Q4 		$1.5M Buy
31,203
+207
+0.7% +$10.1K 0.58% 64
2020
Q3 		$1.45M Sell
30,996
-2,580
-8% -$115K 0.63% 59
2020
Q2 		$1.34M Buy
33,576
+1,641
+5% +$67.5K 0.57% 63
2020
Q1 		$1.21M Sell
31,935
-3,276
-9% -$126K 0.61% 59
2019
Q4 		$1.4M Sell
35,211
-13,608
-28% -$540K 0.59% 60
2019
Q3 		$1.93M Buy
48,819
+1,587
+3% +$59.9K 0.88% 44
2019
Q2 		$1.74M Buy
47,232
+3,006
+7% +$104K 0.84% 44
2019
Q1 		$1.44M Buy
44,226
+15,789
+56% +$512K 0.75% 51
2018
Q4 		$883K Buy
+28,437
New +$912K 0.51% 65

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

Global Wealth Management Investment Advisory's WMT Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Walmart Inc (WMT) stake by 4.7% in Q2 2026, buying an estimated $220K and bringing the position to 39,284 shares worth $4.45M. The position accounts for 0.63% of the portfolio, ranked #57.

Global Wealth Management Investment Advisory first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.58M in Q4 2024. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Global Wealth Management Investment Advisory held 39,284 shares of Walmart Inc worth $4.45M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 1,772 Walmart Inc shares in Q2 2026, an estimated $220K.
  • Walmart Inc made up 0.63% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #57 holding.
  • Global Wealth Management Investment Advisory first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Walmart Inc position peaked at $5.58M in Q4 2024.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.