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Herold Advisors’s Walmart Inc WMT Stock Holding History

Herold 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 		$7.97M Sell
70,340
-135
-0.2% -$16.8K 1.58% 13
2026
Q1 		$8.76M Sell
70,475
-336
-0.5% -$41.3K 1.92% 8
2025
Q4 		$7.89M Sell
70,811
-25
-0% -$2.68K 1.76% 12
2025
Q3 		$7.3M Buy
70,836
+5,185
+8% +$516K 1.69% 12
2025
Q2 		$6.42M Sell
65,651
-7,247
-10% -$690K 1.35% 14
2025
Q1 		$6.4M Sell
72,898
-6,459
-8% -$606K 1.41% 14
2024
Q4 		$7.17M Sell
79,357
-2,169
-3% -$188K 1.56% 9
2024
Q3 		$6.58M Sell
81,526
-1,176
-1% -$86.4K 1.43% 12
2024
Q2 		$5.6M Sell
82,702
-205
-0.2% -$12.9K 1.3% 15
2024
Q1 		$4.99M Buy
82,907
+2,555
+3% +$146K 1.21% 15
2023
Q4 		$4.22M Buy
80,352
+1,197
+2% +$63.3K 1.17% 14
2023
Q3 		$4.22M Buy
79,155
+333
+0.4% +$17.7K 1.28% 13
2023
Q2 		$4.13M Buy
78,822
+1,884
+2% +$95K 1.26% 14
2023
Q1 		$3.78M Buy
76,938
+2,709
+4% +$129K 1.31% 13
2022
Q4 		$3.51M Buy
74,229
+6,000
+9% +$285K 1.49% 13
2022
Q3 		$2.95M Buy
68,229
+3
+0% +$131 1.42% 10
2022
Q2 		$2.77M Buy
68,226
+1,584
+2% +$73K 1.23% 17
2022
Q1 		$3.31M Buy
66,642
+5,028
+8% +$236K 1.18% 12
2021
Q4 		$2.97M Buy
61,614
+1,530
+3% +$73K 1.15% 15
2021
Q3 		$2.79M Buy
+60,084
New +$2.89M 1.09% 13

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

Herold Advisors's WMT Position: Q2 2026 in Review

Herold Advisors reduced its Walmart Inc (WMT) stake by 0.19% in Q2 2026, selling an estimated $16.8K and leaving 70,340 shares worth $7.97M. The position accounts for 1.58% of the portfolio, ranked #13.

Herold Advisors first reported a position in WMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.76M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Herold Advisors held 70,340 shares of Walmart Inc worth $7.97M as of Q2 2026.
  • Herold Advisors sold 135 Walmart Inc shares in Q2 2026, an estimated $16.8K.
  • Walmart Inc made up 1.58% of Herold Advisors's portfolio in Q2 2026, its #13 holding.
  • Herold Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Walmart Inc position peaked at $8.76M in Q1 2026.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.