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Maxele Advisors’s Walmart Inc WMT Stock Holding History

Maxele Advisors’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 		$951K Buy
+8,401
New +$1.04M 0.66% 44
2025
Q4 		$943K Hold
8,467
– – 0.77% 39
2025
Q3 		$873K Buy
8,467
+27
+0.3% +$2.69K 0.75% 40
2025
Q2 		$825K Sell
8,440
-171
-2% -$16.3K 0.72% 40
2025
Q1 		$756K Buy
8,611
+311
+4% +$29.2K 0.73% 42
2024
Q4 		$750K Buy
+8,300
New +$720K 0.72% 43
2022
Q3 		$281K Sell
6,495
-90
-1% -$3.94K 0.47% 59
2022
Q2 		$267K Sell
6,585
-75
-1% -$3.46K 0.42% 68
2022
Q1 		$331K Sell
6,660
-195
-3% -$9.15K 0.41% 61
2021
Q4 		$331K Buy
+6,855
New +$327K 0.38% 67

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

Maxele Advisors's WMT Position: Q2 2026 in Review

Maxele Advisors opened a new position in Walmart Inc (WMT) in Q2 2026: 8,401 shares worth $951K. The stake represents 0.66% of the portfolio and ranks #44 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in WMT as recently as Q4 2025.

Maxele Advisors first reported a position in WMT in Q4 2021 and has held it in 10 quarters since. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Maxele Advisors held 8,401 shares of Walmart Inc worth $951K as of Q2 2026.
  • Walmart Inc was a new Maxele Advisors position in Q2 2026.
  • Walmart Inc made up 0.66% of Maxele Advisors's portfolio in Q2 2026, its #44 holding.
  • Maxele Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 10 quarters since.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.