NW
WMT icon

Naviter Wealth’s Walmart Inc WMT Stock Holding History

Naviter Wealth’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 		$10.3M Buy
91,065
+12,649
+16% +$1.57M 0.94% 24
2026
Q1 		$9.77M Sell
78,416
-4,365
-5% -$536K 1.22% 15
2025
Q4 		$9.24M Sell
82,781
-2,929
-3% -$314K 1.2% 16
2025
Q3 		$8.83M Buy
85,710
+2,431
+3% +$242K 1.03% 16
2025
Q2 		$8.14M Sell
83,279
-8,794
-10% -$838K 1% 18
2025
Q1 		$7.86M Buy
92,073
+18,560
+25% +$1.74M 0.95% 19
2024
Q4 		$6.65M Buy
73,513
+19,955
+37% +$1.73M 0.8% 25
2024
Q3 		$4.32M Buy
53,558
+3,868
+8% +$284K 0.6% 40
2024
Q2 		$3.36M Buy
49,690
+1,521
+3% +$95.8K 0.5% 47
2024
Q1 		$2.91M Buy
48,169
+1,444
+3% +$82.6K 0.48% 53
2023
Q4 		$2.46M Buy
46,725
+5,682
+14% +$301K 0.5% 47
2023
Q3 		$2.19M Buy
41,043
+780
+2% +$41.5K 0.53% 42
2023
Q2 		$2.11M Buy
40,263
+4,629
+13% +$234K 0.54% 42
2023
Q1 		$1.76M Buy
35,634
+1,701
+5% +$80.7K 0.61% 33
2022
Q4 		$1.62M Buy
33,933
+2,967
+10% +$141K 0.44% 47
2022
Q3 		$1.34M Buy
30,966
+876
+3% +$38.4K 0.55% 33
2022
Q2 		$1.22M Buy
30,090
+13,500
+81% +$623K 0.5% 37
2022
Q1 		$827K Hold
16,590
– – 0.28% 57
2021
Q4 		$803K Buy
+16,590
New +$792K 0.24% 64

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

Naviter Wealth's WMT Position: Q2 2026 in Review

Naviter Wealth increased its Walmart Inc (WMT) stake by 16% in Q2 2026, buying an estimated $1.57M and bringing the position to 91,065 shares worth $10.3M. The position accounts for 0.94% of the portfolio, ranked #24.

Naviter Wealth first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Naviter Wealth held 91,065 shares of Walmart Inc worth $10.3M as of Q2 2026.
  • Naviter Wealth bought 12,649 Walmart Inc shares in Q2 2026, an estimated $1.57M.
  • Walmart Inc made up 0.94% of Naviter Wealth's portfolio in Q2 2026, its #24 holding.
  • Naviter Wealth first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.