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Goldstone Financial Group’s Walmart Inc WMT Stock Holding History

Goldstone Financial Group’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 		$891K Buy
7,863
+37
+0.5% +$4.59K 0.08% 133
2026
Q1 		$973K Buy
7,826
+692
+10% +$85K 0.11% 119
2025
Q4 		$795K Buy
7,134
+934
+15% +$100K 0.09% 132
2025
Q3 		$639K Buy
6,200
+50
+0.8% +$4.98K 0.08% 148
2025
Q2 		$605K Buy
6,150
+443
+8% +$42.2K 0.08% 143
2025
Q1 		$501K Buy
5,707
+330
+6% +$31K 0.08% 136
2024
Q4 		$486K Buy
5,377
+834
+18% +$72.4K 0.08% 129
2024
Q3 		$367K Buy
4,543
+649
+17% +$47.7K 0.06% 142
2024
Q2 		$264K Buy
3,894
+67
+2% +$4.22K 0.05% 153
2024
Q1 		$230K Sell
3,827
-88
-2% -$5.04K 0.05% 148
2023
Q4 		$206K Buy
3,915
+153
+4% +$8.1K 0.05% 156
2023
Q3 		$201K Buy
+3,762
New +$200K 0.06% 149

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

Goldstone Financial Group's WMT Position: Q2 2026 in Review

Goldstone Financial Group increased its Walmart Inc (WMT) stake by 0.47% in Q2 2026, buying an estimated $4.59K and bringing the position to 7,863 shares worth $891K. The position accounts for 0.08% of the portfolio, ranked #133.

Goldstone Financial Group first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $973K in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Goldstone Financial Group held 7,863 shares of Walmart Inc worth $891K as of Q2 2026.
  • Goldstone Financial Group bought 37 Walmart Inc shares in Q2 2026, an estimated $4.59K.
  • Walmart Inc made up 0.08% of Goldstone Financial Group's portfolio in Q2 2026, its #133 holding.
  • Goldstone Financial Group first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Goldstone Financial Group's Walmart Inc position peaked at $973K in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.