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Kestra Investment Management’s Walmart Inc WMT Stock Holding History

Kestra Investment 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 		$700K Buy
6,178
+1,605
+35% +$199K 0.01% 280
2026
Q1 		$568K Sell
4,573
-1,846
-29% -$227K 0.01% 275
2025
Q4 		$715K Buy
6,419
+600
+10% +$64.4K 0.02% 235
2025
Q3 		$600K Sell
5,819
-3,341
-36% -$333K 0.02% 252
2025
Q2 		$896K Sell
9,160
-2,205
-19% -$210K 0.03% 205
2025
Q1 		$998K Buy
11,365
+1,726
+18% +$162K 0.03% 170
2024
Q4 		$871K Sell
9,639
-354
-4% -$30.7K 0.03% 158
2024
Q3 		$807K Buy
+9,993
New +$734K 0.03% 145

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 $3.38T AUM 44.17% 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

Kestra Investment Management's WMT Position: Q2 2026 in Review

Kestra Investment Management increased its Walmart Inc (WMT) stake by 35% in Q2 2026, buying an estimated $199K and bringing the position to 6,178 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #280.

Kestra Investment Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $998K in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kestra Investment Management held 6,178 shares of Walmart Inc worth $700K as of Q2 2026.
  • Kestra Investment Management bought 1,605 Walmart Inc shares in Q2 2026, an estimated $199K.
  • Walmart Inc made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #280 holding.
  • Kestra Investment Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Walmart Inc position peaked at $998K in Q1 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.