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Money Concepts Capital’s Walmart Inc WMT Stock Holding History

Money Concepts Capital’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 		$7.13M Sell
62,957
-5,072
-7% -$630K 0.33% 67
2026
Q1 		$8.45M Buy
68,029
+4,645
+7% +$570K 0.47% 47
2025
Q4 		$7.06M Buy
63,384
+3,453
+6% +$371K 0.4% 50
2025
Q3 		$6.18M Buy
59,931
+13,938
+30% +$1.39M 0.38% 54
2025
Q2 		$4.5M Buy
45,993
+4,510
+11% +$430K 0.3% 71
2025
Q1 		$3.64M Buy
41,483
+10,479
+34% +$983K 0.27% 82
2024
Q4 		$2.8M Buy
31,004
+363
+1% +$31.5K 0.21% 108
2024
Q3 		$2.47M Buy
30,641
+102
+0.3% +$7.49K 0.19% 122
2024
Q2 		$2.07M Buy
30,539
+580
+2% +$36.5K 0.17% 134
2024
Q1 		$1.8M Buy
29,959
+1,468
+5% +$84K 0.17% 154
2023
Q4 		$1.5M Sell
28,491
-22,110
-44% -$1.17M 0.14% 170
2023
Q3 		$2.7M Buy
50,601
+21,240
+72% +$1.13M 0.28% 103
2023
Q2 		$1.54M Sell
29,361
-52,581
-64% -$2.65M 0.16% 155
2023
Q1 		$4.06M Sell
81,942
-77,700
-49% -$3.69M 0.23% 88
2022
Q4 		$7.55M Buy
159,642
+83,934
+111% +$3.99M 0.34% 62
2022
Q3 		$3.27M Buy
75,708
+47,901
+172% +$2.1M 0.19% 99
2022
Q2 		$1.14M Sell
27,807
-63,816
-70% -$2.94M 0.1% 193
2022
Q1 		$4.55M Buy
91,623
+62,502
+215% +$2.93M 0.26% 81
2021
Q4 		$1.41M Buy
+29,121
New +$1.39M 0.12% 173
2021
Q1 		$1.19M Buy
26,328
+1,200
+5% +$55.6K 0.1% 197
2020
Q4 		$1.21M Buy
+25,128
New +$1.22M 0.11% 163

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

Money Concepts Capital's WMT Position: Q2 2026 in Review

Money Concepts Capital reduced its Walmart Inc (WMT) stake by 7.5% in Q2 2026, selling an estimated $630K and leaving 62,957 shares worth $7.13M. The position accounts for 0.33% of the portfolio, ranked #67.

Money Concepts Capital first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.45M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Money Concepts Capital held 62,957 shares of Walmart Inc worth $7.13M as of Q2 2026.
  • Money Concepts Capital sold 5,072 Walmart Inc shares in Q2 2026, an estimated $630K.
  • Walmart Inc made up 0.33% of Money Concepts Capital's portfolio in Q2 2026, its #67 holding.
  • Money Concepts Capital first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Walmart Inc position peaked at $8.45M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.