JPL Wealth Management’s Walmart Inc WMT Stock Holding History

JPL 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	$5.45M	Sell	48,099 -698	-1%	-$86.7K	1.08%	31
2026 Q1	$6.06M	Sell	48,797 -1,906	-4%	-$234K	1.4%	24
2025 Q4	$5.65M	Sell	50,703 -1,866	-4%	-$200K	1.38%	25
2025 Q3	$5.42M	Sell	52,569 -1,146	-2%	-$114K	1.29%	19
2025 Q2	$5.25M	Buy	53,715 +1,244	+2%	+$119K	1.42%	19
2025 Q1	$4.61M	Sell	52,471 -5,729	-10%	-$537K	1.31%	23
2024 Q4	$5.26M	Buy	+58,200	New	+$5.05M	1.51%	15
2024 Q2	$3.05M	Buy	45,054 +2,082	+5%	+$131K	1.49%	20
2024 Q1	$2.59M	Buy	42,972 +10,212	+31%	+$584K	1.43%	23
2023 Q4	$1.72M	Buy	+32,760	New	+$1.73M	1.24%	28

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JPL Wealth Management reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $86.7K and leaving 48,099 shares worth $5.45M. The position accounts for 1.08% of the portfolio, ranked #31.

JPL Wealth Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.06M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

JPL Wealth Management held 48,099 shares of Walmart Inc worth $5.45M as of Q2 2026.
JPL Wealth Management sold 698 Walmart Inc shares in Q2 2026, an estimated $86.7K.
Walmart Inc made up 1.08% of JPL Wealth Management's portfolio in Q2 2026, its #31 holding.
JPL Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Walmart Inc position peaked at $6.06M in Q1 2026.
4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.