McCarter Private Wealth Services’s Walmart Inc WMT Stock Holding History

McCarter Private Wealth Services’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	$433K	Sell	3,825 -45	-1%	-$5.59K	0.15%	119
2026 Q1	$481K	Hold	3,870	–	–	0.21%	96
2025 Q4	$431K	Buy	3,870 +45	+1%	+$4.83K	0.19%	101
2025 Q3	$394K	Hold	3,825	–	–	0.2%	92
2025 Q2	$374K	Hold	3,825	–	–	0.21%	84
2025 Q1	$336K	Hold	3,825	–	–	0.22%	76
2024 Q4	$346K	Hold	3,825	–	–	0.22%	75
2024 Q3	$309K	Buy	+3,825	New	+$281K	0.2%	81

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

McCarter Private Wealth Services's WMT Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $5.59K and leaving 3,825 shares worth $433K. The position accounts for 0.15% of the portfolio, ranked #119.

McCarter Private Wealth Services first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $481K in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

McCarter Private Wealth Services held 3,825 shares of Walmart Inc worth $433K as of Q2 2026.
McCarter Private Wealth Services sold 45 Walmart Inc shares in Q2 2026, an estimated $5.59K.
Walmart Inc made up 0.15% of McCarter Private Wealth Services's portfolio in Q2 2026, its #119 holding.
McCarter Private Wealth Services first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Walmart Inc position peaked at $481K in Q1 2026.
4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.