Keyvantage Wealth’s Walmart Inc WMT Stock Holding History

Keyvantage Wealth’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	$430K	Sell	3,799 -623	-14%	-$77.3K	0.16%	63
2026 Q1	$550K	Sell	4,422 -31	-0.7%	-$3.81K	0.24%	59
2025 Q4	$496K	Sell	4,453 -237	-5%	-$25.4K	0.21%	63
2025 Q3	$483K	Buy	4,690 +2	+0%	+$199	0.2%	63
2025 Q2	$458K	Buy	4,688 +225	+5%	+$21.4K	0.21%	62
2025 Q1	$392K	Buy	4,463 +1,700	+62%	+$159K	0.19%	68
2024 Q4	$250K	Buy	+2,763	New	+$240K	0.18%	79

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keyvantage Wealth's WMT Position: Q2 2026 in Review

Keyvantage Wealth reduced its Walmart Inc (WMT) stake by 14% in Q2 2026, selling an estimated $77.3K and leaving 3,799 shares worth $430K. The position accounts for 0.16% of the portfolio, ranked #63.

Keyvantage Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Keyvantage Wealth held 3,799 shares of Walmart Inc worth $430K as of Q2 2026.
Keyvantage Wealth sold 623 Walmart Inc shares in Q2 2026, an estimated $77.3K.
Walmart Inc made up 0.16% of Keyvantage Wealth's portfolio in Q2 2026, its #63 holding.
Keyvantage Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's Walmart Inc position peaked at $550K in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.