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Jeppson Wealth Management’s Walmart Inc WMT Stock Holding History

Jeppson 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 		$3.15M Sell
27,814
-164
-0.6% -$20.4K 0.93% 24
2026
Q1 		$3.48M Sell
27,978
-206
-0.7% -$25.3K 1.09% 20
2025
Q4 		$3.14M Sell
28,184
-55
-0.2% -$5.91K 0.99% 22
2025
Q3 		$2.91M Sell
28,239
-308
-1% -$30.7K 0.93% 22
2025
Q2 		$2.79M Sell
28,547
-634
-2% -$60.4K 0.97% 23
2025
Q1 		$2.56M Sell
29,181
-75
-0.3% -$7.04K 0.94% 20
2024
Q4 		$2.64M Sell
29,256
-170
-0.6% -$14.8K 0.96% 20
2024
Q3 		$2.38M Sell
29,426
-253
-0.9% -$18.6K 0.85% 23
2024
Q2 		$2.01M Hold
29,679
– – 0.77% 30
2024
Q1 		$1.79M Sell
29,679
-420
-1% -$24K 0.69% 34
2023
Q4 		$1.58M Hold
30,099
– – 0.66% 37
2023
Q3 		$1.6M Buy
30,099
+264
+0.9% +$14K 0.74% 29
2023
Q2 		$1.56M Sell
29,835
-210
-0.7% -$10.6K 0.68% 32
2023
Q1 		$1.48M Sell
30,045
-30
-0.1% -$1.42K 0.64% 37
2022
Q4 		$1.42M Hold
30,075
– – 0.6% 39
2022
Q3 		$1.3M Sell
30,075
-450
-1% -$19.7K 0.59% 36
2022
Q2 		$1.24M Buy
30,525
+1,530
+5% +$70.6K 0.53% 44
2022
Q1 		$1.44M Buy
28,995
+66
+0.2% +$3.1K 0.67% 33
2021
Q4 		$1.4M Sell
28,929
-735
-2% -$35.1K 0.67% 31
2021
Q3 		$1.38M Hold
29,664
– – 0.72% 28
2021
Q2 		$1.39M Sell
29,664
-15
-0.1% -$699 0.76% 27
2021
Q1 		$1.34M Sell
29,679
-84
-0.3% -$3.89K 0.8% 27
2020
Q4 		$1.43M Sell
29,763
-726
-2% -$35.3K 0.95% 22
2020
Q3 		$1.42M Buy
+30,489
New +$1.36M 1.11% 15

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

Jeppson Wealth Management's WMT Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Walmart Inc (WMT) stake by 0.59% in Q2 2026, selling an estimated $20.4K and leaving 27,814 shares worth $3.15M. The position accounts for 0.93% of the portfolio, ranked #24.

Jeppson Wealth Management first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.48M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Jeppson Wealth Management held 27,814 shares of Walmart Inc worth $3.15M as of Q2 2026.
  • Jeppson Wealth Management sold 164 Walmart Inc shares in Q2 2026, an estimated $20.4K.
  • Walmart Inc made up 0.93% of Jeppson Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Jeppson Wealth Management first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Walmart Inc position peaked at $3.48M in Q1 2026.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.