InceptionR’s Walmart Inc WMT Stock Holding History

InceptionR’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	$737K	Buy	+6,511	New	+$808K	0.18%	218
2026 Q1	–	Sell	-5,147	Closed	-$573K	–	936
2025 Q4	$573K	Buy	+5,147	New	+$553K	0.16%	241
2025 Q3	–	Sell	-18,771	Closed	-$1.84M	–	965
2025 Q2	$1.84M	Buy	18,771 +13,278	+242%	+$1.27M	0.42%	30
2025 Q1	$482K	Sell	5,493 -16,737	-75%	-$1.57M	0.14%	280
2024 Q4	$2.01M	Buy	22,230 +5,983	+37%	+$519K	0.45%	21
2024 Q3	$1.31M	Buy	+16,247	New	+$1.19M	0.32%	77
2024 Q2	–	Sell	-34,687	Closed	-$2.09M	–	882
2024 Q1	$2.09M	Buy	+34,687	New	+$1.98M	0.54%	5
2023 Q1	–	Sell	-7,503	Closed	-$355K	–	607
2022 Q4	$355K	Buy	+7,503	New	+$356K	0.19%	235

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

InceptionR's WMT Position: Q2 2026 in Review

InceptionR opened a new position in Walmart Inc (WMT) in Q2 2026: 6,511 shares worth $737K. The stake represents 0.18% of the portfolio and ranks #218 among its holdings. This is a return to the name: InceptionR previously reported a position in WMT as recently as Q4 2025.

InceptionR first reported a position in WMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.09M in Q1 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

InceptionR held 6,511 shares of Walmart Inc worth $737K as of Q2 2026.
Walmart Inc was a new InceptionR position in Q2 2026.
Walmart Inc made up 0.18% of InceptionR's portfolio in Q2 2026, its #218 holding.
InceptionR first reported a position in Walmart Inc in Q4 2022 and has held it in 8 quarters since.
InceptionR's Walmart Inc position peaked at $2.09M in Q1 2024.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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