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Global Wealth Strategies & Associates’s Walmart Inc WMT Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-1,604
Closed -$199K – 481
2026
Q1 		$199K Sell
1,604
-5
-0.3% -$614 0.05% 81
2025
Q4 		$179K Sell
1,609
-139
-8% -$14.9K 0.04% 75
2025
Q3 		$180K Buy
1,748
+409
+31% +$40.7K 0.05% 70
2025
Q2 		$131K Sell
1,339
-251
-16% -$23.9K 0.04% 62
2025
Q1 		$140K Sell
1,590
-657
-29% -$61.6K 0.04% 60
2024
Q4 		$203K Hold
2,247
– – 0.06% 52
2024
Q3 		$181K Sell
2,247
-5,636
-71% -$414K 0.06% 48
2024
Q2 		$534K Sell
7,883
-600
-7% -$37.8K 0.19% 26
2024
Q1 		$510K Buy
8,483
+251
+3% +$14.4K 0.19% 27
2023
Q4 		$433K Hold
8,232
– – 0.18% 25
2023
Q3 		$439K Hold
8,232
– – 0.2% 32
2023
Q2 		$431K Hold
8,232
– – 0.2% 30
2023
Q1 		$405K Hold
8,232
– – 0.21% 27
2022
Q4 		$389K Buy
+8,232
New +$391K 0.23% 30

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 Strategies & Associates's WMT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,604 shares — an estimated $199K sold.

Global Wealth Strategies & Associates first reported a position in WMT in Q4 2022 and held it in 14 quarters. The position peaked at $534K in Q2 2024. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,604 Walmart Inc shares in Q2 2026, an estimated $199K.
  • Global Wealth Strategies & Associates first reported a position in Walmart Inc in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Walmart Inc position peaked at $534K in Q2 2024.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.