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Helium Advisors’s Walmart Inc WMT Stock Holding History

Helium Advisors’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 		$475K Sell
4,197
-85
-2% -$10.6K 0.39% 54
2026
Q1 		$532K Buy
4,282
+909
+27% +$112K 0.51% 49
2025
Q4 		$376K Sell
3,373
-797
-19% -$85.6K 0.38% 54
2025
Q3 		$430K Sell
4,170
-165
-4% -$16.4K 0.36% 52
2025
Q2 		$424K Buy
4,335
+64
+1% +$6.1K 0.27% 59
2025
Q1 		$375K Sell
4,271
-204
-5% -$19.1K 0.27% 55
2024
Q4 		$404K Buy
+4,475
New +$388K 0.32% 55

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

Helium Advisors's WMT Position: Q2 2026 in Review

Helium Advisors reduced its Walmart Inc (WMT) stake by 2% in Q2 2026, selling an estimated $10.6K and leaving 4,197 shares worth $475K. The position accounts for 0.39% of the portfolio, ranked #54.

Helium Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Helium Advisors held 4,197 shares of Walmart Inc worth $475K as of Q2 2026.
  • Helium Advisors sold 85 Walmart Inc shares in Q2 2026, an estimated $10.6K.
  • Walmart Inc made up 0.39% of Helium Advisors's portfolio in Q2 2026, its #54 holding.
  • Helium Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Walmart Inc position peaked at $532K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.