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Graham Capital Wealth Management’s Walmart Inc WMT Stock Holding History

Graham Capital Wealth 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 		$304K Sell
2,683
-138
-5% -$17.1K 0.23% 49
2026
Q1 		$351K Buy
2,821
+60
+2% +$7.37K 0.31% 44
2025
Q4 		$308K Hold
2,761
– – 0.28% 51
2025
Q3 		$285K Sell
2,761
-66
-2% -$6.57K 0.29% 59
2025
Q2 		$276K Buy
2,827
+55
+2% +$5.24K 0.31% 57
2025
Q1 		$243K Buy
+2,772
New +$260K 0.26% 58
2023
Q2 		– Sell
-1,158
Closed -$56.9K – 147
2023
Q1 		$56.9K Buy
+1,158
New +$55K 0.08% 101

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 $3.38T AUM 44.17% 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

Graham Capital Wealth Management's WMT Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its Walmart Inc (WMT) stake by 4.9% in Q2 2026, selling an estimated $17.1K and leaving 2,683 shares worth $304K. The position accounts for 0.23% of the portfolio, ranked #49.

Graham Capital Wealth Management first reported a position in WMT in Q1 2023 and has held it in 7 quarters since. The position peaked at $351K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Graham Capital Wealth Management held 2,683 shares of Walmart Inc worth $304K as of Q2 2026.
  • Graham Capital Wealth Management sold 138 Walmart Inc shares in Q2 2026, an estimated $17.1K.
  • Walmart Inc made up 0.23% of Graham Capital Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Graham Capital Wealth Management first reported a position in Walmart Inc in Q1 2023 and has held it in 7 quarters since.
  • Graham Capital Wealth Management's Walmart Inc position peaked at $351K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.