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Kercheville Advisors’s Walmart Inc WMT Stock Holding History

Kercheville 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 		$7.07M Sell
62,399
-1,145
-2% -$142K 2.15% 16
2026
Q1 		$7.9M Buy
63,544
+2,314
+4% +$284K 2.53% 13
2025
Q4 		$7.21M Buy
61,230
+5,239
+9% +$563K 1.89% 18
2025
Q3 		$5.77M Buy
55,991
+3,852
+7% +$383K 1.74% 20
2025
Q2 		$5.1M Buy
52,139
+3,582
+7% +$341K 1.76% 21
2025
Q1 		$4.26M Buy
48,557
+6,227
+15% +$584K 1.74% 21
2024
Q4 		$3.82M Sell
42,330
-9
-0% -$781 1.48% 20
2024
Q3 		$3.42M Buy
42,339
+670
+2% +$49.2K 1.44% 22
2024
Q2 		$2.82M Buy
41,669
+16,104
+63% +$1.01M 1.22% 25
2024
Q1 		$1.54M Buy
+25,565
New +$1.46M 0.73% 33
2022
Q2 		– Sell
-10,476
Closed -$520K – 110
2022
Q1 		$520K Buy
10,476
+3,003
+40% +$141K 0.25% 64
2021
Q4 		$360K Buy
7,473
+3,000
+67% +$143K 0.16% 84
2021
Q3 		$208K Hold
4,473
– – 0.1% 99
2021
Q2 		$210K Buy
+4,473
New +$208K 0.1% 108

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

Kercheville Advisors's WMT Position: Q2 2026 in Review

Kercheville Advisors reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $142K and leaving 62,399 shares worth $7.07M. The position accounts for 2.15% of the portfolio, ranked #16.

Kercheville Advisors first reported a position in WMT in Q2 2021 and has held it in 14 quarters since. The position peaked at $7.9M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kercheville Advisors held 62,399 shares of Walmart Inc worth $7.07M as of Q2 2026.
  • Kercheville Advisors sold 1,145 Walmart Inc shares in Q2 2026, an estimated $142K.
  • Walmart Inc made up 2.15% of Kercheville Advisors's portfolio in Q2 2026, its #16 holding.
  • Kercheville Advisors first reported a position in Walmart Inc in Q2 2021 and has held it in 14 quarters since.
  • Kercheville Advisors's Walmart Inc position peaked at $7.9M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.