Grant Private Wealth Management’s Walmart Inc WMT Stock Holding History

Grant Private 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	$924K	Buy	8,157 +98	+1%	+$12.2K	0.39%	53
2026 Q1	$1M	Buy	8,059 +1,269	+19%	+$156K	0.53%	43
2025 Q4	$756K	Sell	6,790 -44	-0.6%	-$4.72K	0.46%	44
2025 Q3	$704K	Buy	6,834 +3,966	+138%	+$395K	0.43%	47
2025 Q2	$280K	Sell	2,868 -3,243	-53%	-$309K	0.16%	56
2025 Q1	$536K	Buy	6,111 +749	+14%	+$70.3K	0.58%	50
2024 Q4	$484K	Buy	+5,362	New	+$465K	0.52%	50

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Grant Private Wealth Management's WMT Position: Q2 2026 in Review

Grant Private Wealth Management increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 8,157 shares worth $924K. The position accounts for 0.39% of the portfolio, ranked #53.

Grant Private Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Grant Private Wealth Management held 8,157 shares of Walmart Inc worth $924K as of Q2 2026.
Grant Private Wealth Management bought 98 Walmart Inc shares in Q2 2026, an estimated $12.2K.
Walmart Inc made up 0.39% of Grant Private Wealth Management's portfolio in Q2 2026, its #53 holding.
Grant Private Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Walmart Inc position peaked at $1M in Q1 2026.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.