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Journey Beyond Wealth’s Walmart Inc WMT Stock Holding History

Journey Beyond Wealth’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 		$327K Hold
2,891
– – 0.26% 25
2026
Q1 		$359K Sell
2,891
-10
-0.3% -$1.23K 0.31% 22
2025
Q4 		$323K Sell
2,901
-105
-3% -$11.3K 0.26% 26
2025
Q3 		$310K Hold
3,006
– – 0.25% 25
2025
Q2 		$294K Hold
3,006
– – 0.25% 25
2025
Q1 		$264K Sell
3,006
-773
-20% -$72.5K 0.25% 28
2024
Q4 		$341K Buy
+3,779
New +$328K 0.32% 23

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Journey Beyond Wealth's WMT Position: Q2 2026 in Review

Journey Beyond Wealth held its Walmart Inc (WMT) position steady in Q2 2026 at 2,891 shares worth $327K. The position accounts for 0.26% of the portfolio, ranked #25.

Journey Beyond Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q1 2026. 3,239 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Journey Beyond Wealth held 2,891 shares of Walmart Inc worth $327K as of Q2 2026.
  • Journey Beyond Wealth left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.26% of Journey Beyond Wealth's portfolio in Q2 2026, its #25 holding.
  • Journey Beyond Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Journey Beyond Wealth's Walmart Inc position peaked at $359K in Q1 2026.
  • 3,239 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.