KJWM
WMT icon

Kiley Juergens Wealth Management’s Walmart Inc WMT Stock Holding History

Kiley Juergens 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 		$2.67M Sell
23,567
-884
-4% -$110K 0.42% 46
2026
Q1 		$3.04M Buy
24,451
+70
+0.3% +$8.59K 0.54% 38
2025
Q4 		$2.72M Sell
24,381
-100
-0.4% -$10.7K 0.59% 37
2025
Q3 		$2.52M Sell
24,481
-377
-2% -$37.5K 0.56% 36
2025
Q2 		$2.43M Buy
24,858
+94
+0.4% +$8.96K 0.56% 38
2025
Q1 		$2.17M Buy
24,764
+591
+2% +$55.4K 0.58% 36
2024
Q4 		$2.18M Buy
24,173
+94
+0.4% +$8.16K 0.55% 34
2024
Q3 		$1.94M Buy
24,079
+896
+4% +$65.8K 0.5% 38
2024
Q2 		$1.57M Buy
23,183
+7,863
+51% +$495K 0.44% 39
2024
Q1 		$922K Buy
+15,320
New +$877K 0.29% 44
2018
Q4 		– Sell
-9,291
Closed -$290K – 661
2018
Q3 		$290K Buy
9,291
+3,489
+60% +$107K 0.22% 75
2018
Q2 		$165K Buy
+5,802
New +$165K 0.15% 97
2018
Q1 		– Sell
-5,781
Closed -$190K – 612
2017
Q4 		$190K Buy
+5,781
New +$177K 0.17% 84

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

Kiley Juergens Wealth Management's WMT Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Walmart Inc (WMT) stake by 3.6% in Q2 2026, selling an estimated $110K and leaving 23,567 shares worth $2.67M. The position accounts for 0.42% of the portfolio, ranked #46.

Kiley Juergens Wealth Management first reported a position in WMT in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.04M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kiley Juergens Wealth Management held 23,567 shares of Walmart Inc worth $2.67M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 884 Walmart Inc shares in Q2 2026, an estimated $110K.
  • Walmart Inc made up 0.42% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Kiley Juergens Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 13 quarters since.
  • Kiley Juergens Wealth Management's Walmart Inc position peaked at $3.04M in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.