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Logan Capital Management’s Walmart Inc WMT Stock Holding History

Logan Capital 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 		– Sell
-65,289
Closed -$8.11M – 705
2026
Q1 		$8.11M Buy
+65,289
New +$8.02M 0.35% 82

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

Logan Capital Management's WMT Position: Q2 2026 in Review

Logan Capital Management opened a new position in Walmart Inc (WMT) in Q2 2026: 63,811 shares worth $7.23M. The stake represents 0.27% of the portfolio and ranks #102 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in WMT as recently as Q4 2025.

Logan Capital Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.55M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Logan Capital Management held 63,811 shares of Walmart Inc worth $7.23M as of Q2 2026.
  • Walmart Inc was a new Logan Capital Management position in Q2 2026.
  • Walmart Inc made up 0.27% of Logan Capital Management's portfolio in Q2 2026, its #102 holding.
  • Logan Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Walmart Inc position peaked at $8.55M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.