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GWN Securities’s Walmart Inc WMT Stock Holding History

GWN Securities’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 		$2.34M Buy
20,623
+740
+4% +$91.9K 0.39% 68
2026
Q1 		$2.47M Buy
19,883
+6,551
+49% +$804K 0.47% 53
2025
Q4 		$1.49M Buy
13,332
+583
+5% +$62.6K 0.3% 84
2025
Q3 		$1.32M Sell
12,749
-12,023
-49% -$1.2M 0.31% 84
2025
Q2 		$2.43M Sell
24,772
-58,186
-70% -$5.54M 0.45% 56
2025
Q1 		$7.87M Buy
82,958
+33,637
+68% +$3.16M 0.44% 45
2024
Q4 		$4.66M Buy
+49,321
New +$4.28M 1.25% 12

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

GWN Securities's WMT Position: Q2 2026 in Review

GWN Securities increased its Walmart Inc (WMT) stake by 3.7% in Q2 2026, buying an estimated $91.9K and bringing the position to 20,623 shares worth $2.34M. The position accounts for 0.39% of the portfolio, ranked #68.

GWN Securities first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.87M in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • GWN Securities held 20,623 shares of Walmart Inc worth $2.34M as of Q2 2026.
  • GWN Securities bought 740 Walmart Inc shares in Q2 2026, an estimated $91.9K.
  • Walmart Inc made up 0.39% of GWN Securities's portfolio in Q2 2026, its #68 holding.
  • GWN Securities first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Walmart Inc position peaked at $7.87M in Q1 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.