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Momentous Wealth Management’s Walmart Inc WMT Stock Holding History

Momentous 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 		$248K Buy
2,193
+76
+4% +$9.44K 0.13% 41
2026
Q1 		$263K Sell
2,117
-343
-14% -$42.1K 0.15% 34
2025
Q4 		$274K Buy
2,460
+48
+2% +$5.15K 0.16% 35
2025
Q3 		$249K Sell
2,412
-194
-7% -$19.3K 0.16% 33
2025
Q2 		$255K Sell
2,606
-40
-2% -$3.81K 0.16% 34
2025
Q1 		$232K Buy
2,646
+217
+9% +$20.4K 0.16% 38
2024
Q4 		$219K Buy
+2,429
New +$211K 0.18% 34

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 $3.37T AUM 44.26% 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

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

Momentous Wealth Management increased its Walmart Inc (WMT) stake by 3.6% in Q2 2026, buying an estimated $9.44K and bringing the position to 2,193 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #41.

Momentous Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Momentous Wealth Management held 2,193 shares of Walmart Inc worth $248K as of Q2 2026.
  • Momentous Wealth Management bought 76 Walmart Inc shares in Q2 2026, an estimated $9.44K.
  • Walmart Inc made up 0.13% of Momentous Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Momentous Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Momentous Wealth Management's Walmart Inc position peaked at $274K in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.