Kingsview Wealth Management’s Walmart Inc WMT Stock Holding History

Kingsview 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
2022 Q1	–	Sell	-1,200	Closed	-$54K	–	1027
2021 Q4	$54K	Buy	+1,200	New	+$57.3K	﹤0.01%	907
2020 Q1	–	Sell	-52,500	Closed	-$18K	–	582
2019 Q4	$18K	Buy	+52,500	New	+$2.08M	﹤0.01%	462
2019 Q1	–	Sell	-3,000	Closed	-$2K	–	527
2018 Q4	$2K	Sell	3,000 -28,200	-90%	-$904K	﹤0.01%	363
2018 Q3	$13K	Buy	31,200 +25,200	+420%	+$771K	﹤0.01%	356
2018 Q2	$3K	Buy	6,000 +5,400	+900%	+$154K	﹤0.01%	348
2018 Q1	$1K	Buy	+600	New	+$19.3K	﹤0.01%	363

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

Kingsview Wealth Management's WMT Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Walmart Inc (WMT) stake by 70% in Q2 2026, selling an estimated $48.2M and leaving 167,885 shares worth $19M. The position accounts for 0.23% of the portfolio, ranked #85.

Kingsview Wealth Management first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $69.1M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Kingsview Wealth Management held 167,885 shares of Walmart Inc worth $19M as of Q2 2026.
Kingsview Wealth Management sold 387,947 Walmart Inc shares in Q2 2026, an estimated $48.2M.
Walmart Inc made up 0.23% of Kingsview Wealth Management's portfolio in Q2 2026, its #85 holding.
Kingsview Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
Kingsview Wealth Management's Walmart Inc position peaked at $69.1M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.