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NewEdge Wealth’s Walmart Inc WMT Stock Holding History

NewEdge 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 		$15.9M Sell
140,145
-6,142
-4% -$762K 0.16% 107
2026
Q1 		$18.2M Sell
146,287
-34,234
-19% -$4.2M 0.22% 95
2025
Q4 		$20.1M Buy
180,521
+30,214
+20% +$3.24M 0.23% 88
2025
Q3 		$15.3M Buy
150,307
+2,146
+1% +$214K 0.22% 94
2025
Q2 		$15.3M Sell
148,161
-14,171
-9% -$1.35M 0.24% 90
2025
Q1 		$14.3M Buy
162,332
+10,141
+7% +$951K 0.26% 86
2024
Q4 		$13.8M Buy
152,191
+7,244
+5% +$629K 0.24% 101
2024
Q3 		$11.7M Buy
144,947
+47,468
+49% +$3.49M 0.21% 102
2024
Q2 		$6.6M Sell
97,479
-1,222
-1% -$77K 0.14% 132
2024
Q1 		$5.89M Buy
98,701
+8,068
+9% +$462K 0.13% 141
2023
Q4 		$4.76M Buy
90,633
+20,325
+29% +$1.08M 0.12% 146
2023
Q3 		$3.75M Buy
70,308
+61,908
+737% +$3.29M 0.12% 158
2023
Q2 		$440K Sell
8,400
-1,998
-19% -$101K 0.01% 471
2023
Q1 		$511K Buy
10,398
+3,642
+54% +$173K 0.02% 407
2022
Q4 		$319K Buy
6,756
+240
+4% +$11.4K 0.01% 438
2022
Q3 		$282K Buy
+6,516
New +$285K 0.01% 438

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

NewEdge Wealth's WMT Position: Q2 2026 in Review

NewEdge Wealth reduced its Walmart Inc (WMT) stake by 4.2% in Q2 2026, selling an estimated $762K and leaving 140,145 shares worth $15.9M. The position accounts for 0.16% of the portfolio, ranked #107.

NewEdge Wealth first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.1M in Q4 2025. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • NewEdge Wealth held 140,145 shares of Walmart Inc worth $15.9M as of Q2 2026.
  • NewEdge Wealth sold 6,142 Walmart Inc shares in Q2 2026, an estimated $762K.
  • Walmart Inc made up 0.16% of NewEdge Wealth's portfolio in Q2 2026, its #107 holding.
  • NewEdge Wealth first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Walmart Inc position peaked at $20.1M in Q4 2025.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.