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Kelleher Financial Advisors’s Walmart Inc WMT Stock Holding History

Kelleher Financial Advisors’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 		$163K Buy
1,440
+75
+5% +$9.31K 0.02% 313
2026
Q1 		$133K Sell
1,365
-75
-5% -$9.21K 0.03% 246
2025
Q4 		$160K Hold
1,440
– – 0.04% 247
2025
Q3 		$148K Buy
+1,440
New +$143K 0.04% 209
2015
Q1 		– Sell
-7,200
Closed -$206K – 124
2014
Q4 		$206K Buy
+7,200
New +$195K 0.11% 103
2014
Q1 		– Sell
-8,649
Closed -$227K – 109
2013
Q4 		$227K Hold
8,649
– – 0.12% 96
2013
Q3 		$213K Hold
8,649
– – 0.12% 93
2013
Q2 		$215K Buy
+8,649
New +$222K 0.13% 93

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

Kelleher Financial Advisors's WMT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Walmart Inc (WMT) stake by 5.5% in Q2 2026, buying an estimated $9.31K and bringing the position to 1,440 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #313.

Kelleher Financial Advisors first reported a position in WMT in Q2 2013 and has held it in 8 quarters since. The position peaked at $227K in Q4 2013. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kelleher Financial Advisors held 1,440 shares of Walmart Inc worth $163K as of Q2 2026.
  • Kelleher Financial Advisors bought 75 Walmart Inc shares in Q2 2026, an estimated $9.31K.
  • Walmart Inc made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #313 holding.
  • Kelleher Financial Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 8 quarters since.
  • Kelleher Financial Advisors's Walmart Inc position peaked at $227K in Q4 2013.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.