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Keystone Wealth Services’s Walmart Inc WMT Stock Holding History

Keystone Wealth Services’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 		$737K Sell
6,507
-15
-0.2% -$1.86K 0.14% 157
2026
Q1 		$811K Buy
6,522
+401
+7% +$49.2K 0.17% 139
2025
Q4 		$682K Sell
6,121
-49
-0.8% -$5.26K 0.14% 118
2025
Q3 		$636K Buy
6,170
+34
+0.6% +$3.38K 0.14% 156
2025
Q2 		$600K Buy
6,136
+33
+0.5% +$3.14K 0.14% 159
2025
Q1 		$536K Buy
6,103
+128
+2% +$12K 0.15% 145
2024
Q4 		$540K Sell
5,975
-164
-3% -$14.2K 0.14% 142
2024
Q3 		$496K Sell
6,139
-436
-7% -$32K 0.14% 147
2024
Q2 		$445K Sell
6,575
-389
-6% -$24.5K 0.14% 138
2024
Q1 		$419K Sell
6,964
-332
-5% -$19K 0.14% 141
2023
Q4 		$383K Sell
7,296
-1,803
-20% -$95.4K 0.13% 145
2023
Q3 		$485K Sell
9,099
-582
-6% -$31K 0.18% 119
2023
Q2 		$507K Sell
9,681
-1,497
-13% -$75.5K 0.19% 116
2023
Q1 		$549K Buy
11,178
+216
+2% +$10.3K 0.22% 103
2022
Q4 		$518K Buy
10,962
+4,008
+58% +$190K 0.23% 99
2022
Q3 		$301K Buy
6,954
+18
+0.3% +$789 0.14% 118
2022
Q2 		$281K Buy
6,936
+6
+0.1% +$277 0.13% 129
2022
Q1 		$344K Buy
6,930
+15
+0.2% +$704 0.14% 126
2021
Q4 		$334K Buy
+6,915
New +$330K 0.14% 126

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

Keystone Wealth Services's WMT Position: Q2 2026 in Review

Keystone Wealth Services reduced its Walmart Inc (WMT) stake by 0.23% in Q2 2026, selling an estimated $1.86K and leaving 6,507 shares worth $737K. The position accounts for 0.14% of the portfolio, ranked #157.

Keystone Wealth Services first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $811K in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Keystone Wealth Services held 6,507 shares of Walmart Inc worth $737K as of Q2 2026.
  • Keystone Wealth Services sold 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
  • Walmart Inc made up 0.14% of Keystone Wealth Services's portfolio in Q2 2026, its #157 holding.
  • Keystone Wealth Services first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Walmart Inc position peaked at $811K in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.