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McAdam LLC’s Walmart Inc WMT Stock Holding History

McAdam LLC’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 		$1.71M Buy
15,133
+542
+4% +$67.3K 0.07% 115
2026
Q1 		$1.81M Buy
14,591
+1,431
+11% +$176K 0.08% 113
2025
Q4 		$1.47M Buy
13,160
+1,285
+11% +$138K 0.07% 122
2025
Q3 		$1.22M Buy
11,875
+2,283
+24% +$227K 0.06% 128
2025
Q2 		$938K Buy
9,592
+319
+3% +$30.4K 0.05% 142
2025
Q1 		$814K Sell
9,273
-284
-3% -$26.6K 0.05% 140
2024
Q4 		$863K Sell
9,557
-2,385
-20% -$207K 0.05% 147
2024
Q3 		$964K Buy
11,942
+2,844
+31% +$209K 0.05% 135
2024
Q2 		$616K Buy
9,098
+714
+9% +$45K 0.04% 152
2024
Q1 		$504K Buy
8,384
+497
+6% +$28.4K 0.03% 170
2023
Q4 		$414K Sell
7,887
-2,220
-22% -$117K 0.03% 180
2023
Q3 		$539K Buy
10,107
+2,136
+27% +$114K 0.04% 150
2023
Q2 		$418K Buy
7,971
+999
+14% +$50.4K 0.03% 172
2023
Q1 		$343K Sell
6,972
-123
-2% -$5.84K 0.03% 183
2022
Q4 		$342K Buy
7,095
+264
+4% +$12.5K 0.03% 130
2022
Q3 		$295K Buy
6,831
+180
+3% +$7.88K 0.03% 168
2022
Q2 		$270K Sell
6,651
-255
-4% -$11.8K 0.03% 185
2022
Q1 		$343K Sell
6,906
-189
-3% -$8.87K 0.03% 149
2021
Q4 		$342K Buy
7,095
+93
+1% +$4.44K 0.03% 130
2021
Q3 		$325K Buy
7,002
+1,233
+21% +$59.4K 0.04% 126
2021
Q2 		$273K Buy
+5,769
New +$269K 0.03% 142
2018
Q4 		– Sell
-2,967
Closed -$94K – 623
2018
Q3 		$94K Buy
2,967
+63
+2% +$1.93K 0.03% 112
2018
Q2 		$83K Buy
2,904
+315
+12% +$8.96K 0.03% 116
2018
Q1 		$77K Buy
+2,589
New +$83.3K 0.04% 120

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 $3.38T AUM 44.17% 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

McAdam LLC's WMT Position: Q2 2026 in Review

McAdam LLC increased its Walmart Inc (WMT) stake by 3.7% in Q2 2026, buying an estimated $67.3K and bringing the position to 15,133 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #115.

McAdam LLC first reported a position in WMT in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.81M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McAdam LLC held 15,133 shares of Walmart Inc worth $1.71M as of Q2 2026.
  • McAdam LLC bought 542 Walmart Inc shares in Q2 2026, an estimated $67.3K.
  • Walmart Inc made up 0.07% of McAdam LLC's portfolio in Q2 2026, its #115 holding.
  • McAdam LLC first reported a position in Walmart Inc in Q1 2018 and has held it in 24 quarters since.
  • McAdam LLC's Walmart Inc position peaked at $1.81M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.