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Gold Investment Management’s Walmart Inc WMT Stock Holding History

Gold 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
2026
Q2 		$4.65M Buy
41,060
+337
+0.8% +$41.8K 1.26% 27
2026
Q1 		$5.06M Buy
40,723
+427
+1% +$52.4K 1.57% 19
2025
Q4 		$4.49M Sell
40,296
-1,777
-4% -$191K 1.43% 21
2025
Q3 		$4.34M Buy
42,073
+497
+1% +$49.5K 1.46% 21
2025
Q2 		$4.08M Buy
41,576
+528
+1% +$50.3K 1.53% 19
2025
Q1 		$3.6M Buy
41,048
+614
+2% +$57.6K 1.52% 19
2024
Q4 		$3.65M Sell
40,434
-2,331
-5% -$202K 1.54% 20
2024
Q3 		$3.43M Sell
42,765
-5,101
-11% -$375K 1.44% 24
2024
Q2 		$3.24M Sell
47,866
-1,707
-3% -$107K 1.37% 25
2024
Q1 		$2.98M Buy
49,573
+91
+0.2% +$5.21K 1.21% 28
2023
Q4 		$2.6M Buy
+49,482
New +$2.62M 1.11% 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

Gold Investment Management's WMT Position: Q2 2026 in Review

Gold Investment Management increased its Walmart Inc (WMT) stake by 0.83% in Q2 2026, buying an estimated $41.8K and bringing the position to 41,060 shares worth $4.65M. The position accounts for 1.26% of the portfolio, ranked #27.

Gold Investment Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.06M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gold Investment Management held 41,060 shares of Walmart Inc worth $4.65M as of Q2 2026.
  • Gold Investment Management bought 337 Walmart Inc shares in Q2 2026, an estimated $41.8K.
  • Walmart Inc made up 1.26% of Gold Investment Management's portfolio in Q2 2026, its #27 holding.
  • Gold Investment Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Walmart Inc position peaked at $5.06M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.