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Greenline Wealth Management’s Walmart Inc WMT Stock Holding History

Greenline 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 		$220K Buy
1,941
+172
+10% +$21.4K 0.18% 114
2026
Q1 		$220K Buy
1,769
+572
+48% +$70.2K 0.25% 82
2025
Q4 		$133K Buy
+1,197
New +$129K 0.14% 118

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

Greenline Wealth Management's WMT Position: Q2 2026 in Review

Greenline Wealth Management increased its Walmart Inc (WMT) stake by 9.7% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,941 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #114.

Greenline Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Greenline Wealth Management held 1,941 shares of Walmart Inc worth $220K as of Q2 2026.
  • Greenline Wealth Management bought 172 Walmart Inc shares in Q2 2026, an estimated $21.4K.
  • Walmart Inc made up 0.18% of Greenline Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Greenline Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Greenline Wealth Management's Walmart Inc position peaked at $220K in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.