Longbow Finance’s Walmart Inc WMT Stock Holding History

Longbow Finance’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	$15.8M	Buy	139,479 +22,460	+19%	+$2.79M	2.02%	14
2026 Q1	$14.5M	Buy	117,019 +28,114	+32%	+$3.45M	2.63%	8
2025 Q4	$9.9M	Sell	88,905 -52,285	-37%	-$5.61M	1.68%	13
2025 Q3	$14.6M	Sell	141,190 -449	-0.3%	-$44.7K	1.44%	15
2025 Q2	$13.8M	Sell	141,639 -30,380	-18%	-$2.89M	1.48%	17
2025 Q1	$15.1M	Sell	172,019 -66,391	-28%	-$6.23M	1.81%	15
2024 Q4	$21.5M	Buy	238,410 +108,588	+84%	+$9.42M	2.35%	9
2024 Q3	$10.5M	Buy	129,822 +58,731	+83%	+$4.31M	1.12%	22
2024 Q2	$4.81M	Sell	71,091 -3,915	-5%	-$247K	0.5%	49
2024 Q1	$4.51M	Buy	+75,006	New	+$4.29M	0.46%	56

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

Longbow Finance's WMT Position: Q2 2026 in Review

Longbow Finance increased its Walmart Inc (WMT) stake by 19% in Q2 2026, buying an estimated $2.79M and bringing the position to 139,479 shares worth $15.8M. The position accounts for 2.02% of the portfolio, ranked #14.

Longbow Finance first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.5M in Q4 2024. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Longbow Finance held 139,479 shares of Walmart Inc worth $15.8M as of Q2 2026.
Longbow Finance bought 22,460 Walmart Inc shares in Q2 2026, an estimated $2.79M.
Walmart Inc made up 2.02% of Longbow Finance's portfolio in Q2 2026, its #14 holding.
Longbow Finance first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Longbow Finance's Walmart Inc position peaked at $21.5M in Q4 2024.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.