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JB Capital’s Walmart Inc WMT Stock Holding History

JB Capital’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 		$20.5M Buy
181,075
+11,576
+7% +$1.44M 0.71% 31
2026
Q1 		$21.1M Sell
169,499
-36,035
-18% -$4.42M 0.85% 21
2025
Q4 		$22.9M Buy
205,534
+2,384
+1% +$256K 0.93% 22
2025
Q3 		$20.9M Buy
203,150
+7,344
+4% +$731K 0.9% 22
2025
Q2 		$19.1M Buy
195,806
+2,859
+1% +$272K 0.93% 22
2025
Q1 		$16.9M Buy
192,947
+497
+0.3% +$46.6K 0.93% 22
2024
Q4 		$17.4M Buy
192,450
+2,079
+1% +$180K 0.97% 18
2024
Q3 		$15.4M Buy
190,371
+891
+0.5% +$65.4K 0.88% 17
2024
Q2 		$12.8M Buy
189,480
+5,441
+3% +$343K 0.8% 21
2024
Q1 		$11.1M Buy
184,039
+1,960
+1% +$112K 0.74% 26
2023
Q4 		$9.57M Buy
182,079
+24,696
+16% +$1.31M 0.71% 29
2023
Q3 		$8.39M Buy
157,383
+21,132
+16% +$1.12M 0.71% 25
2023
Q2 		$7.14M Buy
136,251
+4,323
+3% +$218K 0.6% 27
2023
Q1 		$6.48M Buy
131,928
+2,133
+2% +$101K 0.59% 28
2022
Q4 		$6.13M Buy
129,795
+5,373
+4% +$255K 0.6% 27
2022
Q3 		$5.38M Buy
124,422
+92,268
+287% +$4.04M 0.59% 25
2022
Q2 		$1.3M Buy
32,154
+2,184
+7% +$101K 0.14% 78
2022
Q1 		$1.49M Buy
29,970
+1,614
+6% +$75.8K 0.14% 72
2021
Q4 		$1.37M Buy
28,356
+2,715
+11% +$130K 0.13% 77
2021
Q3 		$1.19M Buy
+25,641
New +$1.24M 0.15% 86

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JB Capital's WMT Position: Q2 2026 in Review

JB Capital increased its Walmart Inc (WMT) stake by 6.8% in Q2 2026, buying an estimated $1.44M and bringing the position to 181,075 shares worth $20.5M. The position accounts for 0.71% of the portfolio, ranked #31.

JB Capital first reported a position in WMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $22.9M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • JB Capital held 181,075 shares of Walmart Inc worth $20.5M as of Q2 2026.
  • JB Capital bought 11,576 Walmart Inc shares in Q2 2026, an estimated $1.44M.
  • Walmart Inc made up 0.71% of JB Capital's portfolio in Q2 2026, its #31 holding.
  • JB Capital first reported a position in Walmart Inc in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's Walmart Inc position peaked at $22.9M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.