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James J. Burns & Company’s Walmart Inc WMT Stock Holding History

James J. Burns & Company’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 		$281K Buy
2,480
+1
+0% +$124 0.03% 138
2026
Q1 		$308K Hold
2,479
– – 0.04% 122
2025
Q4 		$276K Buy
+2,479
New +$266K 0.04% 136

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

James J. Burns & Company's WMT Position: Q2 2026 in Review

James J. Burns & Company increased its Walmart Inc (WMT) stake by 0.04% in Q2 2026, buying an estimated $124 and bringing the position to 2,480 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #138.

James J. Burns & Company first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • James J. Burns & Company held 2,480 shares of Walmart Inc worth $281K as of Q2 2026.
  • James J. Burns & Company bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #138 holding.
  • James J. Burns & Company first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • James J. Burns & Company's Walmart Inc position peaked at $308K in Q1 2026.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.