Navigate Wealth Management’s Walmart Inc WMT Stock Holding History

Navigate 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	$833K	Buy	7,290 +3,000	+70%	+$372K	0.52%	33
2026 Q1	$556K	Buy	+4,290	New	+$527K	0.39%	41

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 $3.37T AUM 44.26% 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

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

Navigate Wealth Management increased its Walmart Inc (WMT) stake by 70% in Q2 2026, buying an estimated $372K and bringing the position to 7,290 shares worth $833K. The position accounts for 0.52% of the portfolio, ranked #33.

Navigate Wealth Management first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. 4,362 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Navigate Wealth Management held 7,290 shares of Walmart Inc worth $833K as of Q2 2026.
Navigate Wealth Management bought 3,000 Walmart Inc shares in Q2 2026, an estimated $372K.
Walmart Inc made up 0.52% of Navigate Wealth Management's portfolio in Q2 2026, its #33 holding.
Navigate Wealth Management first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
4,362 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.