Michael J. Puzo’s Walmart Inc WMT Stock Holding History

Michael J. Puzo’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	$815K	Hold	7,200	–	–	0.21%	42
2026 Q1	$895K	Sell	7,200 -3,350	-32%	-$411K	0.26%	45
2025 Q4	$1.18M	Sell	10,550 -750	-7%	-$80.5K	0.32%	41
2025 Q3	$1.16M	Sell	11,300 -100	-0.9%	-$9.96K	0.32%	40
2025 Q2	$1.11M	Sell	11,400 -600	-5%	-$57.2K	0.32%	43
2025 Q1	$1.05M	Hold	12,000	–	–	0.3%	42
2024 Q4	$1.08M	Sell	12,000 -1,302	-10%	-$113K	0.3%	40
2024 Q3	$1.07M	Sell	13,302 -1,197	-8%	-$87.9K	0.28%	40
2024 Q2	$982K	Sell	14,499 -1,398	-9%	-$88K	0.27%	43
2024 Q1	$957K	Buy	+15,897	New	+$910K	0.27%	47
2015 Q4	–	Sell	-3,780	Closed	-$82K	–	113
2015 Q3	$82K	Buy	3,780 +30	+0.8%	+$688	0.06%	95
2015 Q2	$89K	Sell	3,750 -90	-2%	-$2.29K	0.06%	101
2015 Q1	$105K	Buy	+3,840	New	+$109K	0.07%	104

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

Michael J. Puzo's WMT Position: Q2 2026 in Review

Michael J. Puzo held its Walmart Inc (WMT) position steady in Q2 2026 at 7,200 shares worth $815K. The position accounts for 0.21% of the portfolio, ranked #42.

Michael J. Puzo first reported a position in WMT in Q1 2015 and has held it in 13 quarters since. The position peaked at $1.18M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Michael J. Puzo held 7,200 shares of Walmart Inc worth $815K as of Q2 2026.
Michael J. Puzo left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.21% of Michael J. Puzo's portfolio in Q2 2026, its #42 holding.
Michael J. Puzo first reported a position in Walmart Inc in Q1 2015 and has held it in 13 quarters since.
Michael J. Puzo's Walmart Inc position peaked at $1.18M in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.