JAG
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Journey Advisory Group’s Walmart Inc WMT Stock Holding History

Journey Advisory Group’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 		$8.74M Buy
77,182
+635
+0.8% +$78.8K 0.67% 40
2026
Q1 		$9.42M Sell
76,547
-10,787
-12% -$1.32M 0.8% 32
2025
Q4 		$9.68M Buy
87,334
+4,344
+5% +$466K 0.81% 29
2025
Q3 		$8.55M Sell
82,990
-1,173
-1% -$117K 0.63% 40
2025
Q2 		$8.23M Buy
84,163
+1,711
+2% +$163K 0.64% 38
2025
Q1 		$7.24M Sell
82,452
-299
-0.4% -$28K 0.59% 41
2024
Q4 		$5.6M Hold
82,751
– – 0.67% 39
2024
Q3 		$5.6M Buy
82,751
+900
+1% +$66.1K 0.67% 39
2024
Q2 		$5.54M Sell
81,851
-7,450
-8% -$469K 0.66% 39
2024
Q1 		$5.37M Buy
89,301
+4,296
+5% +$246K 0.66% 41
2023
Q4 		$4.47M Sell
85,005
-2,334
-3% -$123K 0.61% 47
2023
Q3 		$4.66M Buy
87,339
+2,304
+3% +$123K 0.7% 40
2023
Q2 		$4.46M Sell
85,035
-8,376
-9% -$423K 0.66% 44
2023
Q1 		$4.59M Sell
93,411
-6,228
-6% -$296K 0.72% 40
2022
Q4 		$4.71M Buy
99,639
+12,585
+14% +$598K 1.17% 21
2022
Q3 		$3.76M Sell
87,054
-3,402
-4% -$149K 0.96% 22
2022
Q2 		$4M Buy
90,456
+13,719
+18% +$633K 0.92% 22
2022
Q1 		$3.81M Sell
76,737
-2,700
-3% -$127K 0.96% 24
2021
Q4 		$3.83M Buy
79,437
+12,432
+19% +$594K 1.06% 23
2021
Q3 		$3.11M Sell
67,005
-7,950
-11% -$383K 1.01% 26
2021
Q2 		$3.52M Buy
74,955
+753
+1% +$35.1K 1.12% 21
2021
Q1 		$3.36M Buy
74,202
+3
+0% +$139 1.18% 20
2020
Q4 		$3.56M Buy
+74,199
New +$3.6M 1.33% 18

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 $3.38T AUM 44.17% 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

Journey Advisory Group's WMT Position: Q2 2026 in Review

Journey Advisory Group increased its Walmart Inc (WMT) stake by 0.83% in Q2 2026, buying an estimated $78.8K and bringing the position to 77,182 shares worth $8.74M. The position accounts for 0.67% of the portfolio, ranked #40.

Journey Advisory Group first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.68M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Journey Advisory Group held 77,182 shares of Walmart Inc worth $8.74M as of Q2 2026.
  • Journey Advisory Group bought 635 Walmart Inc shares in Q2 2026, an estimated $78.8K.
  • Walmart Inc made up 0.67% of Journey Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Journey Advisory Group first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Walmart Inc position peaked at $9.68M in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.