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NEOS Investment Management’s Walmart Inc WMT Stock Holding History

NEOS Investment 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 		$405M Buy
3,574,219
+265,808
+8% +$33M 1.49% 16
2026
Q1 		$411M Buy
3,308,411
+2,712,341
+455% +$333M 2.08% 11
2025
Q4 		$66.4M Buy
596,070
+85,418
+17% +$9.17M 0.38% 46
2025
Q3 		$52.6M Buy
510,652
+167,832
+49% +$16.7M 0.39% 46
2025
Q2 		$33.5M Buy
342,820
+54,326
+19% +$5.18M 0.42% 45
2025
Q1 		$25.3M Buy
288,494
+55,495
+24% +$5.21M 0.48% 42
2024
Q4 		$21.1M Buy
232,999
+56,002
+32% +$4.86M 0.5% 36
2024
Q3 		$14.3M Buy
176,997
+18,696
+12% +$1.37M 0.43% 46
2024
Q2 		$10.7M Buy
158,301
+50,796
+47% +$3.2M 0.44% 42
2024
Q1 		$6.47M Buy
107,505
+34,212
+47% +$1.96M 0.4% 46
2023
Q4 		$3.85M Buy
73,293
+14,781
+25% +$782K 0.36% 53
2023
Q3 		$3.12M Buy
+58,512
New +$3.11M 0.4% 50

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

NEOS Investment Management's WMT Position: Q2 2026 in Review

NEOS Investment Management increased its Walmart Inc (WMT) stake by 8% in Q2 2026, buying an estimated $33M and bringing the position to 3,574,219 shares worth $405M. The position accounts for 1.49% of the portfolio, ranked #16.

NEOS Investment Management first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $411M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • NEOS Investment Management held 3,574,219 shares of Walmart Inc worth $405M as of Q2 2026.
  • NEOS Investment Management bought 265,808 Walmart Inc shares in Q2 2026, an estimated $33M.
  • Walmart Inc made up 1.49% of NEOS Investment Management's portfolio in Q2 2026, its #16 holding.
  • NEOS Investment Management first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Walmart Inc position peaked at $411M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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