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Knollwood Investment Advisory’s Walmart Inc WMT Stock Holding History

Knollwood Investment Advisory’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 		$828K Hold
7,315
– – 0.07% 170
2026
Q1 		$909K Hold
7,315
– – 0.09% 175
2025
Q4 		$815K Sell
7,315
-6,904
-49% -$741K 0.08% 194
2025
Q3 		$1.47M Buy
14,219
+62
+0.4% +$6.17K 0.13% 152
2025
Q2 		$1.38M Hold
14,157
– – 0.13% 154
2025
Q1 		$1.24M Hold
14,157
– – 0.14% 161
2024
Q4 		$1.28M Hold
14,157
– – 0.13% 157
2024
Q3 		$1.14M Hold
14,157
– – 0.12% 180
2024
Q2 		$959K Buy
+14,157
New +$892K 0.11% 193

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's WMT Position: Q2 2026 in Review

Knollwood Investment Advisory held its Walmart Inc (WMT) position steady in Q2 2026 at 7,315 shares worth $828K. The position accounts for 0.07% of the portfolio, ranked #170.

Knollwood Investment Advisory first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q3 2025. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Knollwood Investment Advisory held 7,315 shares of Walmart Inc worth $828K as of Q2 2026.
  • Knollwood Investment Advisory left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.07% of Knollwood Investment Advisory's portfolio in Q2 2026, its #170 holding.
  • Knollwood Investment Advisory first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Knollwood Investment Advisory's Walmart Inc position peaked at $1.47M in Q3 2025.
  • 4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.