Madison Asset Management’s Walmart Inc WMT Stock Holding History

Madison Asset 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	$341K	Hold	3,012	–	–	﹤0.01%	334
2026 Q1	$374K	Sell	3,012 -164	-5%	-$20.1K	﹤0.01%	327
2025 Q4	$354K	Hold	3,176	–	–	﹤0.01%	323
2025 Q3	$327K	Buy	3,176 +500	+19%	+$49.8K	﹤0.01%	319
2025 Q2	$262K	Hold	2,676	–	–	﹤0.01%	319
2025 Q1	$235K	Hold	2,676	–	–	﹤0.01%	333
2024 Q4	$242K	Sell	2,676 -500	-16%	-$43.4K	﹤0.01%	330
2024 Q3	$256K	Buy	3,176 +14	+0.4%	+$1.03K	﹤0.01%	318
2024 Q2	$214K	Buy	+3,162	New	+$199K	﹤0.01%	321
2022 Q2	–	Sell	-4,659	Closed	-$231K	–	384
2022 Q1	$231K	Sell	4,659 -90	-2%	-$4.22K	﹤0.01%	310
2021 Q4	$229K	Hold	4,749	–	–	﹤0.01%	312
2021 Q3	$221K	Sell	4,749 -186	-4%	-$8.96K	﹤0.01%	308
2021 Q2	$232K	Hold	4,935	–	–	﹤0.01%	312
2021 Q1	$223K	Sell	4,935 -690	-12%	-$32K	﹤0.01%	310
2020 Q4	$270K	Buy	5,625 +1,050	+23%	+$51K	﹤0.01%	292
2020 Q3	$213K	Buy	+4,575	New	+$203K	﹤0.01%	265

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 $3.38T AUM 44.17% 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

Madison Asset Management's WMT Position: Q2 2026 in Review

Madison Asset Management held its Walmart Inc (WMT) position steady in Q2 2026 at 3,012 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Madison Asset Management first reported a position in WMT in Q3 2020 and has held it in 16 quarters since. The position peaked at $374K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Madison Asset Management held 3,012 shares of Walmart Inc worth $341K as of Q2 2026.
Madison Asset Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up ﹤0.01% of Madison Asset Management's portfolio in Q2 2026, its #334 holding.
Madison Asset Management first reported a position in Walmart Inc in Q3 2020 and has held it in 16 quarters since.
Madison Asset Management's Walmart Inc position peaked at $374K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.