Jacobs Equity’s Walmart Inc WMT Stock Holding History

Jacobs Equity’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	$815K	Buy	7,194 +1,805	+33%	+$224K	0.56%	53
2026 Q1	$670K	Sell	5,389 -931	-15%	-$114K	0.6%	47
2025 Q4	$704K	Buy	+6,320	New	+$679K	0.68%	43

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

Jacobs Equity's WMT Position: Q2 2026 in Review

Jacobs Equity increased its Walmart Inc (WMT) stake by 33% in Q2 2026, buying an estimated $224K and bringing the position to 7,194 shares worth $815K. The position accounts for 0.56% of the portfolio, ranked #53.

Jacobs Equity first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,393 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Jacobs Equity held 7,194 shares of Walmart Inc worth $815K as of Q2 2026.
Jacobs Equity bought 1,805 Walmart Inc shares in Q2 2026, an estimated $224K.
Walmart Inc made up 0.56% of Jacobs Equity's portfolio in Q2 2026, its #53 holding.
Jacobs Equity first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
4,393 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.