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Keudell/Morrison Wealth Management’s Walmart Inc WMT Stock Holding History

Keudell/Morrison 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 		$1.15M Sell
10,175
-16
-0.2% -$1.99K 0.22% 73
2026
Q1 		$1.27M Buy
10,191
+119
+1% +$14.6K 0.26% 62
2025
Q4 		$1.12M Buy
+10,072
New +$1.08M 0.24% 67
2025
Q2 		$1.06M Sell
10,872
-233
-2% -$22.2K 0.24% 62
2025
Q1 		$975K Sell
11,105
-301
-3% -$28.2K 0.23% 63
2024
Q4 		$1.03M Sell
11,406
-81
-0.7% -$7.03K 0.27% 64
2024
Q3 		$928K Sell
11,487
-1,021
-8% -$75K 0.25% 68
2024
Q2 		$847K Sell
12,508
-292
-2% -$18.4K 0.25% 73
2024
Q1 		$770K Sell
12,800
-19
-0.1% -$1.09K 0.23% 81
2023
Q4 		$674K Sell
12,819
-399
-3% -$21.1K 0.22% 86
2023
Q3 		$705K Buy
13,218
+6
+0% +$319 0.21% 76
2023
Q2 		$692K Sell
13,212
-243
-2% -$12.3K 0.2% 83
2023
Q1 		$661K Sell
13,455
-216
-2% -$10.3K 0.19% 84
2022
Q4 		$646K Sell
13,671
-222
-2% -$10.5K 0.21% 84
2022
Q3 		$601K Sell
13,893
-66
-0.5% -$2.89K 0.22% 86
2022
Q2 		$566K Buy
13,959
+549
+4% +$25.3K 0.21% 88
2022
Q1 		$666K Buy
13,410
+1,098
+9% +$51.5K 0.28% 85
2021
Q4 		$594K Sell
12,312
-1,476
-11% -$70.5K 0.23% 89
2021
Q3 		$641K Buy
13,788
+549
+4% +$26.4K 0.27% 82
2021
Q2 		$622K Buy
13,239
+831
+7% +$38.7K 0.34% 83
2021
Q1 		$562K Buy
12,408
+18
+0.1% +$834 0.33% 89
2020
Q4 		$595K Buy
12,390
+357
+3% +$17.3K 0.38% 79
2020
Q3 		$561K Buy
12,033
+327
+3% +$14.5K 0.36% 77
2020
Q2 		$467K Buy
11,706
+1,914
+20% +$78.7K 0.39% 85
2020
Q1 		$371K Buy
9,792
+459
+5% +$17.7K 0.36% 91
2019
Q4 		$323K Buy
9,333
+1,200
+15% +$47.7K 0.22% 108
2019
Q3 		$322K Buy
8,133
+126
+2% +$4.75K 0.27% 102
2019
Q2 		$289K Hold
8,007
– – 0.25% 111
2019
Q1 		$260K Buy
+8,007
New +$260K 0.23% 112

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Keudell/Morrison Wealth Management's WMT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Walmart Inc (WMT) stake by 0.16% in Q2 2026, selling an estimated $1.99K and leaving 10,175 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #73.

Keudell/Morrison Wealth Management first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.27M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 10,175 shares of Walmart Inc worth $1.15M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 16 Walmart Inc shares in Q2 2026, an estimated $1.99K.
  • Walmart Inc made up 0.22% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Keudell/Morrison Wealth Management first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Walmart Inc position peaked at $1.27M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.