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High Note Wealth’s Walmart Inc WMT Stock Holding History

High Note Wealth’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 		$7.41M Buy
65,442
+338
+0.5% +$42K 1.26% 22
2026
Q1 		$8.09M Buy
65,104
+130
+0.2% +$16K 1.59% 20
2025
Q4 		$7.24M Buy
64,974
+522
+0.8% +$56K 1.42% 21
2025
Q3 		$6.64M Buy
64,452
+996
+2% +$99.2K 1.33% 21
2025
Q2 		$6.2M Buy
63,456
+437
+0.7% +$41.6K 1.42% 22
2025
Q1 		$5.53M Sell
63,019
-25
-0% -$2.35K 1.37% 24
2024
Q4 		$5.7M Buy
63,044
+862
+1% +$74.8K 1.48% 23
2024
Q3 		$5.02M Buy
62,182
+496
+0.8% +$36.4K 1.44% 21
2024
Q2 		$4.18M Buy
61,686
+2,371
+4% +$149K 1.28% 22
2024
Q1 		$3.57M Buy
59,315
+1,607
+3% +$91.9K 1.16% 26
2023
Q4 		$3.03M Sell
57,708
-483
-0.8% -$25.6K 1.14% 25
2023
Q3 		$3.1M Buy
58,191
+1,290
+2% +$68.6K 1.28% 24
2023
Q2 		$2.98M Sell
56,901
-4,266
-7% -$215K 1.21% 25
2023
Q1 		$3.01M Sell
61,167
-189
-0.3% -$8.97K 1.24% 26
2022
Q4 		$2.9M Buy
61,356
+129
+0.2% +$6.13K 1.21% 29
2022
Q3 		$2.87M Buy
61,227
+1,923
+3% +$84.2K 1.15% 27
2022
Q2 		$2.4M Buy
59,304
+3,255
+6% +$150K 0.94% 31
2022
Q1 		$2.78M Buy
56,049
+1,131
+2% +$53.1K 0.98% 30
2021
Q4 		$2.65M Buy
54,918
+1,887
+4% +$90.1K 0.89% 37
2021
Q3 		$2.46M Buy
53,031
+1,092
+2% +$52.6K 0.89% 36
2021
Q2 		$2.44M Buy
51,939
+192
+0.4% +$8.94K 0.89% 40
2021
Q1 		$2.34M Buy
51,747
+3,372
+7% +$156K 0.91% 39
2020
Q4 		$2.32M Buy
+48,375
New +$2.35M 0.99% 35

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

High Note Wealth's WMT Position: Q2 2026 in Review

High Note Wealth increased its Walmart Inc (WMT) stake by 0.52% in Q2 2026, buying an estimated $42K and bringing the position to 65,442 shares worth $7.41M. The position accounts for 1.26% of the portfolio, ranked #22.

High Note Wealth first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.09M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • High Note Wealth held 65,442 shares of Walmart Inc worth $7.41M as of Q2 2026.
  • High Note Wealth bought 338 Walmart Inc shares in Q2 2026, an estimated $42K.
  • Walmart Inc made up 1.26% of High Note Wealth's portfolio in Q2 2026, its #22 holding.
  • High Note Wealth first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • High Note Wealth's Walmart Inc position peaked at $8.09M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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