J. Safra Asset Management’s Walmart Inc WMT Stock Holding History

J. Safra Asset Management’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	$315K	Sell	2,777 -89	-3%	-$11K	0.01%	202
2026 Q1	$356K	Buy	2,866 +89	+3%	+$10.9K	0.02%	184
2025 Q4	$309K	Buy	2,777 +260	+10%	+$27.9K	0.02%	189
2025 Q3	$259K	Hold	2,517	–	–	0.02%	159
2025 Q2	$246K	Hold	2,517	–	–	0.02%	149
2025 Q1	$221K	Hold	2,517	–	–	0.02%	136
2024 Q4	$228K	Hold	2,517	–	–	0.02%	115
2024 Q3	$201K	Hold	2,517	–	–	0.02%	71
2024 Q2	$170K	Hold	2,517	–	–	0.02%	66
2024 Q1	$151K	Hold	2,517	–	–	0.02%	56
2023 Q4	$132K	Hold	2,517	–	–	0.02%	58
2023 Q3	$134K	Hold	2,517	–	–	0.02%	58
2023 Q2	$132K	Hold	2,517	–	–	0.02%	66
2023 Q1	$124K	Buy	+2,517	New	+$119K	0.02%	68
2022 Q3	–	Hold	0	–	–	–	48
2022 Q2	–	Sell	-3,000	Closed	-$138K	–	51
2022 Q1	$223K	Buy	+3,000	New	+$141K	0.03%	26

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

J. Safra Asset Management's WMT Position: Q2 2026 in Review

J. Safra Asset Management reduced its Walmart Inc (WMT) stake by 3.1% in Q2 2026, selling an estimated $11K and leaving 2,777 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #202.

J. Safra Asset Management first reported a position in WMT in Q1 2022 and has held it in 15 quarters since. The position peaked at $356K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

J. Safra Asset Management held 2,777 shares of Walmart Inc worth $315K as of Q2 2026.
J. Safra Asset Management sold 89 Walmart Inc shares in Q2 2026, an estimated $11K.
Walmart Inc made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #202 holding.
J. Safra Asset Management first reported a position in Walmart Inc in Q1 2022 and has held it in 15 quarters since.
J. Safra Asset Management's Walmart Inc position peaked at $356K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.