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Grantvest Financial Group’s Walmart Inc WMT Stock Holding History

Grantvest 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 		$332K Sell
2,927
-28
-0.9% -$3.48K 0.19% 125
2026
Q1 		$367K Sell
2,955
-225
-7% -$27.6K 0.24% 104
2025
Q4 		$354K Hold
3,180
– – 0.23% 103
2025
Q3 		$328K Buy
3,180
+551
+21% +$54.9K 0.23% 107
2025
Q2 		$257K Hold
2,629
– – 0.19% 117
2025
Q1 		$231K Sell
2,629
-126
-5% -$11.8K 0.19% 115
2024
Q4 		$249K Buy
+2,755
New +$239K 0.28% 102

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

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

Grantvest Financial Group reduced its Walmart Inc (WMT) stake by 0.95% in Q2 2026, selling an estimated $3.48K and leaving 2,927 shares worth $332K. The position accounts for 0.19% of the portfolio, ranked #125.

Grantvest Financial Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Grantvest Financial Group held 2,927 shares of Walmart Inc worth $332K as of Q2 2026.
  • Grantvest Financial Group sold 28 Walmart Inc shares in Q2 2026, an estimated $3.48K.
  • Walmart Inc made up 0.19% of Grantvest Financial Group's portfolio in Q2 2026, its #125 holding.
  • Grantvest Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's Walmart Inc position peaked at $367K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.