Granite Bay Wealth Management’s Walmart Inc WMT Stock Holding History

Granite Bay 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	$1.12M	Buy	9,906 +8,270	+506%	+$1.03M	0.1%	79
2026 Q1	$202K	Buy	+1,636	New	+$201K	0.04%	92
2025 Q1	–	Sell	-2,436	Closed	-$220K	–	78
2024 Q4	$220K	Buy	+2,436	New	+$211K	0.08%	70
2024 Q1	–	Sell	-196,560	Closed	-$10.4M	–	292
2023 Q4	$10.4M	Hold	196,560	–	–	0.09%	78
2023 Q3	$10.5M	Buy	+196,560	New	+$10.5M	0.1%	80
2022 Q2	–	Sell	-4,170	Closed	-$207K	–	64
2022 Q1	$207K	Sell	4,170 -150	-3%	-$7.04K	0.17%	60
2021 Q4	$208K	Buy	+4,320	New	+$206K	0.21%	59

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 $3.37T AUM 44.26% 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

Granite Bay Wealth Management's WMT Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Walmart Inc (WMT) stake by 506% in Q2 2026, buying an estimated $1.03M and bringing the position to 9,906 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #79.

Granite Bay Wealth Management first reported a position in WMT in Q4 2021 and has held it in 7 quarters since. The position peaked at $10.5M in Q3 2023. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Granite Bay Wealth Management held 9,906 shares of Walmart Inc worth $1.12M as of Q2 2026.
Granite Bay Wealth Management bought 8,270 Walmart Inc shares in Q2 2026, an estimated $1.03M.
Walmart Inc made up 0.1% of Granite Bay Wealth Management's portfolio in Q2 2026, its #79 holding.
Granite Bay Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 7 quarters since.
Granite Bay Wealth Management's Walmart Inc position peaked at $10.5M in Q3 2023.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.