Golden Road Advisors’s Walmart Inc WMT Stock Holding History

Golden Road Advisors’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	$635K	Buy	5,610 +41	+0.7%	+$5.09K	0.31%	33
2026 Q1	$692K	Buy	5,569 +2,966	+114%	+$364K	0.4%	25
2025 Q4	$290K	Buy	2,603 +132	+5%	+$14.2K	0.17%	40
2025 Q3	$255K	Sell	2,471 -2,379	-49%	-$237K	0.15%	45
2025 Q2	$474K	Buy	+4,850	New	+$462K	0.32%	27
2024 Q4	–	Sell	-4,495	Closed	-$363K	–	42
2024 Q3	$363K	Buy	+4,495	New	+$330K	0.28%	29

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

Golden Road Advisors's WMT Position: Q2 2026 in Review

Golden Road Advisors increased its Walmart Inc (WMT) stake by 0.74% in Q2 2026, buying an estimated $5.09K and bringing the position to 5,610 shares worth $635K. The position accounts for 0.31% of the portfolio, ranked #33.

Golden Road Advisors first reported a position in WMT in Q3 2024 and has held it in 6 quarters since. The position peaked at $692K in Q1 2026. 4,424 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Golden Road Advisors held 5,610 shares of Walmart Inc worth $635K as of Q2 2026.
Golden Road Advisors bought 41 Walmart Inc shares in Q2 2026, an estimated $5.09K.
Walmart Inc made up 0.31% of Golden Road Advisors's portfolio in Q2 2026, its #33 holding.
Golden Road Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 6 quarters since.
Golden Road Advisors's Walmart Inc position peaked at $692K in Q1 2026.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.