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Liberty Wealth Management’s Walmart Inc WMT Stock Holding History

Liberty 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 		$863K Hold
6,945
– – 0.11% 107
2026
Q1 		$863K Buy
6,945
+308
+5% +$37.8K 0.11% 107
2025
Q4 		$739K Buy
6,637
+43
+0.7% +$4.62K 0.1% 109
2025
Q3 		$680K Buy
6,594
+233
+4% +$23.2K 0.1% 110
2025
Q2 		$622K Buy
6,361
+9
+0.1% +$857 0.1% 109
2025
Q1 		$558K Sell
6,352
-127
-2% -$11.9K 0.11% 85
2024
Q4 		$585K Buy
6,479
+14
+0.2% +$1.22K 0.1% 106
2024
Q3 		$522K Sell
6,465
-47,773
-88% -$3.51M 0.09% 112
2024
Q2 		$346K Buy
54,238
+49,753
+1,109% +$3.13M 0.06% 138
2024
Q1 		$270K Buy
+4,485
New +$257K 0.05% 154
2023
Q3 		– Sell
-4,083
Closed -$214K – 198
2023
Q2 		$214K Sell
4,083
-22,509
-85% -$1.14M 0.05% 176
2023
Q1 		$1.26M Buy
+26,592
New +$1.26M 0.26% 61
2021
Q4 		– Sell
-2,385
Closed -$112K – 1107
2021
Q3 		$112K Buy
2,385
+114
+5% +$5.49K 0.04% 273
2021
Q2 		$107K Sell
2,271
-6
-0.3% -$279 0.04% 209
2021
Q1 		$105K Hold
2,277
– – 0.05% 175
2020
Q4 		$105K Sell
2,277
-408
-15% -$19.8K 0.05% 173
2020
Q3 		$125K Sell
2,685
-12
-0.4% -$534 0.07% 141
2020
Q2 		$108K Buy
2,697
+117
+5% +$4.81K 0.08% 141
2020
Q1 		$98K Sell
2,580
-183
-7% -$7.04K 0.09% 144
2019
Q4 		$109K Sell
2,763
-276
-9% -$11K 0.09% 151
2019
Q3 		$120K Buy
3,039
+561
+23% +$21.2K 0.11% 130
2019
Q2 		$91K Buy
2,478
+21
+0.9% +$724 0.08% 178
2019
Q1 		$79K Buy
2,457
+12
+0.5% +$389 0.06% 165
2018
Q4 		$76K Buy
+2,445
New +$78.4K 0.06% 152

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

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

Liberty Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 6,945 shares worth $863K. The position accounts for 0.11% of the portfolio, ranked #107.

Liberty Wealth Management first reported a position in WMT in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.26M in Q1 2023. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Liberty Wealth Management held 6,945 shares of Walmart Inc worth $863K as of Q2 2026.
  • Liberty Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.11% of Liberty Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Liberty Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 24 quarters since.
  • Liberty Wealth Management's Walmart Inc position peaked at $1.26M in Q1 2023.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.