Landmark Wealth Management (Illinois)’s Walmart Inc WMT Stock Holding History

Landmark Wealth Management (Illinois)’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	$437K	Hold	3,861	–	–	0.14%	38
2026 Q1	$480K	Hold	3,861	–	–	0.18%	38
2025 Q4	$430K	Hold	3,861	–	–	0.16%	37
2025 Q3	$398K	Hold	3,861	–	–	0.16%	36
2025 Q2	$378K	Buy	3,861 +45	+1%	+$4.29K	0.16%	41
2025 Q1	$335K	Hold	3,816	–	–	0.16%	45
2024 Q4	$345K	Hold	3,816	–	–	0.17%	43
2024 Q3	$308K	Sell	3,816 -1,108	-23%	-$81.4K	0.15%	41
2024 Q2	$333K	Buy	4,924 +1,213	+33%	+$76.4K	0.18%	41
2024 Q1	$223K	Buy	+3,711	New	+$212K	2.3%	6

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

Landmark Wealth Management (Illinois)'s WMT Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) held its Walmart Inc (WMT) position steady in Q2 2026 at 3,861 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #38.

Landmark Wealth Management (Illinois) first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $480K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Landmark Wealth Management (Illinois) held 3,861 shares of Walmart Inc worth $437K as of Q2 2026.
Landmark Wealth Management (Illinois) left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.14% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #38 holding.
Landmark Wealth Management (Illinois) first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Landmark Wealth Management (Illinois)'s Walmart Inc position peaked at $480K in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.