GLOBALT Investments’s Walmart Inc WMT Stock Holding History

GLOBALT Investments’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	$12.4M	Sell	109,801 -1,856	-2%	-$230K	0.42%	32
2026 Q1	$13.9M	Buy	111,657 +10,242	+10%	+$1.26M	0.49%	26
2025 Q4	$11.3M	Sell	101,415 -2,843	-3%	-$305K	0.41%	34
2025 Q3	$10.7M	Buy	104,258 +18,909	+22%	+$1.88M	0.39%	32
2025 Q2	$8.35M	Buy	85,349 +6,474	+8%	+$617K	0.32%	40
2025 Q1	$6.92M	Sell	78,875 -430	-0.5%	-$40.3K	0.28%	53
2024 Q4	$7.17M	Sell	79,305 -1,094	-1%	-$94.9K	0.27%	45
2024 Q3	$6.49M	Sell	80,399 -54,077	-40%	-$3.97M	0.24%	57
2024 Q2	$9.11M	Sell	134,476 -1,420	-1%	-$89.4K	0.36%	34
2024 Q1	$8.18M	Sell	135,896 -811	-0.6%	-$46.4K	0.33%	37
2023 Q4	$7.18M	Buy	+136,707	New	+$7.23M	0.3%	41

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 $3.38T AUM 44.17% 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

GLOBALT Investments's WMT Position: Q2 2026 in Review

GLOBALT Investments reduced its Walmart Inc (WMT) stake by 1.7% in Q2 2026, selling an estimated $230K and leaving 109,801 shares worth $12.4M. The position accounts for 0.42% of the portfolio, ranked #32.

GLOBALT Investments first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

GLOBALT Investments held 109,801 shares of Walmart Inc worth $12.4M as of Q2 2026.
GLOBALT Investments sold 1,856 Walmart Inc shares in Q2 2026, an estimated $230K.
Walmart Inc made up 0.42% of GLOBALT Investments's portfolio in Q2 2026, its #32 holding.
GLOBALT Investments first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's Walmart Inc position peaked at $13.9M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.