Measured Wealth Private Client Group’s Walmart Inc WMT Stock Holding History

Measured Wealth Private Client Group’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	$70.4K	Buy	621 +27	+5%	+$3.35K	0.02%	277
2026 Q1	$73.9K	Hold	594	–	–	0.02%	255
2025 Q4	$66.2K	Hold	594	–	–	0.02%	285
2025 Q3	$61.3K	Buy	+594	New	+$59.1K	0.02%	280
2020 Q4	–	Sell	-7,959	Closed	-$371K	–	145
2020 Q3	$371K	Sell	7,959 -192	-2%	-$8.54K	0.18%	71
2020 Q2	$325K	Buy	8,151 +810	+11%	+$33.3K	0.19%	72
2020 Q1	$278K	Sell	7,341 -75	-1%	-$2.88K	0.22%	67
2019 Q4	$294K	Sell	7,416 -1,008	-12%	-$40K	0.2%	73
2019 Q3	$333K	Sell	8,424 -7,602	-47%	-$287K	0.22%	74
2019 Q2	$590K	Sell	16,026 -1,701	-10%	-$58.6K	0.34%	54
2019 Q1	$576K	Buy	17,727 +10,530	+146%	+$341K	0.36%	57
2018 Q4	$223K	Sell	7,197 -2,979	-29%	-$95.5K	0.2%	89
2018 Q3	$318K	Sell	10,176 -3,780	-27%	-$116K	0.19%	102
2018 Q2	$398K	Buy	+13,956	New	+$397K	0.32%	62

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

Measured Wealth Private Client Group's WMT Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Walmart Inc (WMT) stake by 4.5% in Q2 2026, buying an estimated $3.35K and bringing the position to 621 shares worth $70.4K. The position accounts for 0.02% of the portfolio, ranked #277.

Measured Wealth Private Client Group first reported a position in WMT in Q2 2018 and has held it in 14 quarters since. The position peaked at $590K in Q2 2019. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Measured Wealth Private Client Group held 621 shares of Walmart Inc worth $70.4K as of Q2 2026.
Measured Wealth Private Client Group bought 27 Walmart Inc shares in Q2 2026, an estimated $3.35K.
Walmart Inc made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #277 holding.
Measured Wealth Private Client Group first reported a position in Walmart Inc in Q2 2018 and has held it in 14 quarters since.
Measured Wealth Private Client Group's Walmart Inc position peaked at $590K in Q2 2019.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.