KWM
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Keebeck Wealth Management’s Walmart Inc WMT Stock Holding History

Keebeck 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 		$3.48M Buy
30,702
+2,363
+8% +$293K 0.34% 77
2026
Q1 		$3.53M Buy
28,339
+1,603
+6% +$197K 0.4% 65
2025
Q4 		$2.98M Buy
26,736
+269
+1% +$28.9K 0.34% 82
2025
Q3 		$2.73M Buy
26,467
+740
+3% +$73.7K 0.32% 78
2025
Q2 		$2.52M Buy
25,727
+1,332
+5% +$127K 0.33% 79
2025
Q1 		$2.15M Sell
24,395
-483
-2% -$45.3K 0.32% 89
2024
Q4 		$2.25M Buy
24,878
+701
+3% +$60.8K 0.32% 80
2024
Q3 		$1.95M Buy
24,177
+58
+0.2% +$4.26K 0.28% 94
2024
Q2 		$1.63M Sell
24,119
-1,040
-4% -$65.5K 0.24% 104
2024
Q1 		$1.52M Sell
25,159
-299
-1% -$17.1K 0.22% 115
2023
Q4 		$1.34M Buy
25,458
+1,134
+5% +$60K 0.22% 111
2023
Q3 		$1.3M Buy
24,324
+3
+0% +$160 0.23% 104
2023
Q2 		$1.27M Buy
24,321
+6
+0% +$303 0.18% 110
2023
Q1 		$1.2M Sell
24,315
-165
-0.7% -$7.83K 0.19% 104
2022
Q4 		$1.16M Sell
24,480
-816
-3% -$38.8K 0.2% 102
2022
Q3 		$1.09M Sell
25,296
-15,369
-38% -$673K 0.21% 103
2022
Q2 		$1.65M Buy
40,665
+4,599
+13% +$212K 0.32% 73
2022
Q1 		$1.8M Sell
36,066
-1,092
-3% -$51.3K 0.3% 85
2021
Q4 		$1.8M Buy
37,158
+1,095
+3% +$52.3K 0.32% 74
2021
Q3 		$1.68M Sell
36,063
-8,349
-19% -$402K 0.33% 73
2021
Q2 		$2.09M Buy
44,412
+1,788
+4% +$83.3K 0.3% 69
2021
Q1 		$1.94M Sell
42,624
-333
-0.8% -$15.4K 0.3% 66
2020
Q4 		$2.07M Buy
42,957
+2,760
+7% +$134K 0.36% 57
2020
Q3 		$1.87M Buy
40,197
+6,336
+19% +$282K 0.39% 51
2020
Q2 		$1.35M Hold
33,861
– – 0.43% 53
2020
Q1 		$1.29M Buy
33,861
+8,553
+34% +$329K 0.54% 40
2019
Q4 		$1.01M Buy
+25,308
New +$1.01M 0.32% 62

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

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

Keebeck Wealth Management increased its Walmart Inc (WMT) stake by 8.3% in Q2 2026, buying an estimated $293K and bringing the position to 30,702 shares worth $3.48M. The position accounts for 0.34% of the portfolio, ranked #77.

Keebeck Wealth Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.53M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Keebeck Wealth Management held 30,702 shares of Walmart Inc worth $3.48M as of Q2 2026.
  • Keebeck Wealth Management bought 2,363 Walmart Inc shares in Q2 2026, an estimated $293K.
  • Walmart Inc made up 0.34% of Keebeck Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Keebeck Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Keebeck Wealth Management's Walmart Inc position peaked at $3.53M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.