Jackson Grant Investment Advisers’s Walmart Inc WMT Stock Holding History

Jackson Grant Investment Advisers’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	$2.08M	Buy	18,329 +6	+0%	+$745	0.64%	28
2026 Q1	$2.28M	Buy	18,323 +247	+1%	+$30.3K	0.76%	28
2025 Q4	$2.01M	Sell	18,076 -117	-0.6%	-$12.6K	0.66%	28
2025 Q3	$1.88M	Buy	18,193 +1,503	+9%	+$150K	0.63%	27
2025 Q2	$1.63M	Buy	16,690 +9	+0.1%	+$857	0.6%	29
2025 Q1	$1.46M	Buy	16,681 +3	+0%	+$281	0.57%	32
2024 Q4	$1.51M	Hold	16,678	–	–	0.58%	30
2024 Q3	$1.35M	Buy	16,678 +4	+0%	+$294	0.5%	36
2024 Q2	$1.13M	Buy	16,674 +5	+0%	+$315	0.46%	38
2024 Q1	$1M	Sell	16,669 -344	-2%	-$19.7K	0.41%	39
2023 Q4	$894K	Buy	17,013 +6	+0%	+$317	0.4%	41
2023 Q3	$907K	Sell	17,007 -174	-1%	-$9.26K	0.44%	40
2023 Q2	$900K	Buy	17,181 +162	+1%	+$8.17K	0.42%	41
2023 Q1	$837K	Buy	17,019 +396	+2%	+$18.8K	0.39%	45
2022 Q4	$786K	Buy	16,623 +6	+0%	+$285	0.38%	45
2022 Q3	$718K	Buy	16,617 +9	+0.1%	+$394	0.38%	45
2022 Q2	$673K	Buy	16,608 +6	+0%	+$277	0.33%	50
2022 Q1	$824K	Buy	+16,602	New	+$779K	0.35%	47
2021 Q4	–	Sell	-16,884	Closed	-$784K	–	348
2021 Q3	$784K	Sell	16,884 -216	-1%	-$10.4K	0.35%	45
2021 Q2	$804K	Buy	17,100 +93	+0.5%	+$4.33K	0.35%	44
2021 Q1	$770K	Buy	17,007 +873	+5%	+$40.4K	0.35%	46
2020 Q4	$775K	Buy	16,134 +6	+0%	+$291	0.4%	42
2020 Q3	$752K	Buy	16,128 +9	+0.1%	+$400	0.45%	37
2020 Q2	$644K	Sell	16,119 -681	-4%	-$28K	0.41%	39
2020 Q1	$636K	Buy	16,800 +15	+0.1%	+$577	0.47%	34
2019 Q4	$665K	Sell	16,785 -2,130	-11%	-$84.6K	0.36%	44
2019 Q3	$748K	Buy	18,915 +24	+0.1%	+$906	0.42%	39
2019 Q2	$696K	Buy	18,891 +54	+0.3%	+$1.86K	0.41%	38
2019 Q1	$612K	Buy	18,837 +27	+0.1%	+$875	0.37%	43
2018 Q4	$584K	Buy	18,810 +951	+5%	+$30.5K	0.41%	40
2018 Q3	$559K	Buy	17,859 +93	+0.5%	+$2.85K	0.35%	42
2018 Q2	$507K	Sell	17,766 -477	-3%	-$13.6K	0.35%	42
2018 Q1	$541K	Sell	18,243 -336	-2%	-$10.8K	0.38%	38
2017 Q4	$612K	Hold	18,579	–	–	0.41%	36
2017 Q3	$484K	Buy	18,579 +11,670	+169%	+$306K	0.35%	43
2017 Q2	$174K	Sell	6,909 -543	-7%	-$13.8K	0.14%	76
2017 Q1	$179K	Sell	7,452 -5,511	-43%	-$127K	0.14%	73
2016 Q4	$299K	Sell	12,963 -3,906	-23%	-$91.2K	0.25%	47
2016 Q3	$406K	Buy	16,869 +6,144	+57%	+$149K	0.34%	40
2016 Q2	$261K	Buy	10,725 +141	+1%	+$3.26K	0.23%	47
2016 Q1	$242K	Buy	10,584 +57	+0.5%	+$1.25K	0.22%	53
2015 Q4	$215K	Buy	+10,527	New	+$211K	0.2%	56

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jackson Grant Investment Advisers's WMT Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Walmart Inc (WMT) stake by 0.03% in Q2 2026, buying an estimated $745 and bringing the position to 18,329 shares worth $2.08M. The position accounts for 0.64% of the portfolio, ranked #28.

Jackson Grant Investment Advisers first reported a position in WMT in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.28M in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Jackson Grant Investment Advisers held 18,329 shares of Walmart Inc worth $2.08M as of Q2 2026.
Jackson Grant Investment Advisers bought 6 Walmart Inc shares in Q2 2026, an estimated $745.
Walmart Inc made up 0.64% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #28 holding.
Jackson Grant Investment Advisers first reported a position in Walmart Inc in Q4 2015 and has held it in 42 quarters since.
Jackson Grant Investment Advisers's Walmart Inc position peaked at $2.28M in Q1 2026.
2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.