Insigneo Advisory Services’s Walmart Inc WMT Stock Holding History

Insigneo Advisory Services’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	$7.39M	Buy	65,232 +13,038	+25%	+$1.62M	0.28%	56
2026 Q1	$6.49M	Buy	52,194 +2,990	+6%	+$367K	0.46%	35
2025 Q4	$5.48M	Sell	49,204 -6,100	-11%	-$655K	0.39%	37
2025 Q3	$5.7M	Buy	55,304 +216	+0.4%	+$21.5K	0.4%	37
2025 Q2	$5.39M	Buy	55,088 +2,002	+4%	+$191K	0.46%	30
2025 Q1	$4.66M	Buy	53,086 +6,307	+13%	+$592K	0.48%	31
2024 Q4	$4.23M	Sell	46,779 -3,825	-8%	-$332K	0.44%	37
2024 Q3	$4.09M	Buy	50,604 +4,064	+9%	+$298K	0.41%	42
2024 Q2	$3.15M	Sell	46,540 -7,445	-14%	-$469K	0.35%	52
2024 Q1	$3.26M	Sell	53,985 -3,000	-5%	-$172K	0.39%	48
2023 Q4	$3M	Buy	56,985 +6,960	+14%	+$368K	0.42%	41
2023 Q3	$2.67M	Buy	50,025 +3,114	+7%	+$166K	0.54%	33
2023 Q2	$2.46M	Buy	46,911 +12,663	+37%	+$639K	0.47%	39
2023 Q1	$1.69M	Buy	34,248 +3,009	+10%	+$143K	0.54%	34
2022 Q4	$1.48M	Buy	+31,239	New	+$1.48M	0.56%	38

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 $3.38T AUM 44.17% 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

Insigneo Advisory Services's WMT Position: Q2 2026 in Review

Insigneo Advisory Services increased its Walmart Inc (WMT) stake by 25% in Q2 2026, buying an estimated $1.62M and bringing the position to 65,232 shares worth $7.39M. The position accounts for 0.28% of the portfolio, ranked #56.

Insigneo Advisory Services first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Insigneo Advisory Services held 65,232 shares of Walmart Inc worth $7.39M as of Q2 2026.
Insigneo Advisory Services bought 13,038 Walmart Inc shares in Q2 2026, an estimated $1.62M.
Walmart Inc made up 0.28% of Insigneo Advisory Services's portfolio in Q2 2026, its #56 holding.
Insigneo Advisory Services first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.