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Modern Wealth Management’s Walmart Inc WMT Stock Holding History

Modern Wealth Management’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 		$11.5M Buy
101,893
+18,577
+22% +$2.31M 0.14% 165
2026
Q1 		$10.4M Buy
83,316
+11,107
+15% +$1.36M 0.18% 133
2025
Q4 		$8.04M Buy
72,209
+3,532
+5% +$379K 0.15% 151
2025
Q3 		$7.08M Buy
68,677
+895
+1% +$89.1K 0.14% 152
2025
Q2 		$6.63M Buy
67,782
+5,580
+9% +$532K 0.16% 136
2025
Q1 		$5.46M Buy
62,202
+8,234
+15% +$772K 0.17% 115
2024
Q4 		$4.88M Buy
53,968
+14,355
+36% +$1.25M 0.18% 111
2024
Q3 		$3.2M Buy
39,613
+5,385
+16% +$395K 0.2% 86
2024
Q2 		$2.32M Buy
34,228
+5,737
+20% +$361K 0.17% 78
2024
Q1 		$1.71M Buy
28,491
+1,704
+6% +$97.5K 0.16% 84
2023
Q4 		$1.41M Buy
+26,787
New +$1.42M 0.18% 48

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

Modern Wealth Management's WMT Position: Q2 2026 in Review

Modern Wealth Management increased its Walmart Inc (WMT) stake by 22% in Q2 2026, buying an estimated $2.31M and bringing the position to 101,893 shares worth $11.5M. The position accounts for 0.14% of the portfolio, ranked #165.

Modern Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Modern Wealth Management held 101,893 shares of Walmart Inc worth $11.5M as of Q2 2026.
  • Modern Wealth Management bought 18,577 Walmart Inc shares in Q2 2026, an estimated $2.31M.
  • Walmart Inc made up 0.14% of Modern Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Modern Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.