Jackson Thornton Wealth Management’s Walmart Inc WMT Stock Holding History

Jackson Thornton Wealth 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	$1.29M	Sell	11,400 -5,511	-33%	-$684K	0.1%	57
2026 Q1	$2.14M	Sell	16,911 -393	-2%	-$48.3K	0.19%	38
2025 Q4	$1.98M	Buy	17,304 +3,423	+25%	+$368K	0.19%	36
2025 Q3	$1.43M	Buy	13,881 +10,007	+258%	+$996K	0.14%	37
2025 Q2	$376K	Buy	3,874 +595	+18%	+$56.7K	0.04%	64
2025 Q1	$306K	Sell	3,279 -33	-1%	-$3.1K	0.04%	66
2024 Q4	$299K	Buy	3,312 +582	+21%	+$50.5K	0.04%	64
2024 Q3	$220K	Buy	+2,730	New	+$200K	0.03%	60

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

Jackson Thornton Wealth Management's WMT Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Walmart Inc (WMT) stake by 33% in Q2 2026, selling an estimated $684K and leaving 11,400 shares worth $1.29M. The position accounts for 0.1% of the portfolio, ranked #57.

Jackson Thornton Wealth Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Jackson Thornton Wealth Management held 11,400 shares of Walmart Inc worth $1.29M as of Q2 2026.
Jackson Thornton Wealth Management sold 5,511 Walmart Inc shares in Q2 2026, an estimated $684K.
Walmart Inc made up 0.1% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #57 holding.
Jackson Thornton Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Jackson Thornton Wealth Management's Walmart Inc position peaked at $2.14M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.