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Johnson Bixby & Associates’s Walmart Inc WMT Stock Holding History

Johnson Bixby & Associates’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 		$262K Sell
2,313
-32
-1% -$3.97K 0.03% 113
2026
Q1 		$291K Buy
2,345
+98
+4% +$12K 0.04% 104
2025
Q4 		$250K Hold
2,247
– – 0.03% 105
2025
Q3 		$232K Hold
2,247
– – 0.03% 112
2025
Q2 		$220K Buy
+2,247
New +$214K 0.03% 112
2025
Q1 		– Sell
-2,247
Closed -$203K – 123
2024
Q4 		$203K Buy
+2,247
New +$195K 0.03% 114

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

Johnson Bixby & Associates's WMT Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $3.97K and leaving 2,313 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #113.

Johnson Bixby & Associates first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Johnson Bixby & Associates held 2,313 shares of Walmart Inc worth $262K as of Q2 2026.
  • Johnson Bixby & Associates sold 32 Walmart Inc shares in Q2 2026, an estimated $3.97K.
  • Walmart Inc made up 0.03% of Johnson Bixby & Associates's portfolio in Q2 2026, its #113 holding.
  • Johnson Bixby & Associates first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Johnson Bixby & Associates's Walmart Inc position peaked at $291K in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.