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Moran Wealth Management’s Walmart Inc WMT Stock Holding History

Moran 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 		$21.1M Buy
186,379
+25,148
+16% +$3.12M 0.58% 41
2026
Q1 		$20M Sell
161,231
-2,089
-1% -$256K 0.61% 40
2025
Q4 		$18.2M Buy
163,320
+2,656
+2% +$285K 0.56% 47
2025
Q3 		$16.6M Buy
160,664
+2,816
+2% +$280K 0.5% 59
2025
Q2 		$15.4M Sell
157,848
-3,335
-2% -$318K 0.48% 60
2025
Q1 		$14.2M Sell
161,183
-232
-0.1% -$21.8K 0.48% 68
2024
Q4 		$14.6M Buy
161,415
+260
+0.2% +$22.6K 0.47% 75
2024
Q3 		$13M Sell
161,155
-5,640
-3% -$414K 0.4% 87
2024
Q2 		$11.3M Buy
166,795
+1,166
+0.7% +$73.4K 0.37% 89
2024
Q1 		$9.97M Sell
165,629
-3,049
-2% -$174K 0.32% 105
2023
Q4 		$8.86M Sell
168,678
-4,326
-3% -$229K 0.32% 106
2023
Q3 		$9.22M Sell
173,004
-7,386
-4% -$393K 0.36% 104
2023
Q2 		$9.45M Sell
180,390
-15,060
-8% -$760K 0.35% 102
2023
Q1 		$9.61M Sell
195,450
-3,300
-2% -$157K 0.36% 102
2022
Q4 		$9.39M Buy
+198,750
New +$9.44M 0.36% 94

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

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

Moran Wealth Management increased its Walmart Inc (WMT) stake by 16% in Q2 2026, buying an estimated $3.12M and bringing the position to 186,379 shares worth $21.1M. The position accounts for 0.58% of the portfolio, ranked #41.

Moran Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Moran Wealth Management held 186,379 shares of Walmart Inc worth $21.1M as of Q2 2026.
  • Moran Wealth Management bought 25,148 Walmart Inc shares in Q2 2026, an estimated $3.12M.
  • Walmart Inc made up 0.58% of Moran Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Moran Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.