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Nvest Financial’s Walmart Inc WMT Stock Holding History

Nvest Financial’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 		$6.53M Sell
57,618
-1,285
-2% -$160K 2.06% 12
2026
Q1 		$7.32M Buy
58,903
+734
+1% +$90.1K 2.73% 5
2025
Q4 		$6.48M Buy
58,169
+18,391
+46% +$1.97M 2.69% 8
2025
Q3 		$4.1M Sell
39,778
-18,438
-32% -$1.84M 2.36% 11
2025
Q2 		$5.69M Buy
58,216
+483
+0.8% +$46K 2.96% 7
2025
Q1 		$5.07M Sell
57,733
-2,925
-5% -$274K 2.71% 8
2024
Q4 		$5.48M Sell
60,658
-8,918
-13% -$774K 2.78% 7
2024
Q3 		$5.62M Sell
69,576
-311
-0.4% -$22.8K 3.21% 7
2024
Q2 		$4.73M Sell
69,887
-2,928
-4% -$184K 2.91% 8
2024
Q1 		$4.38M Buy
72,815
+2,456
+3% +$141K 2.92% 9
2023
Q4 		$3.7M Sell
70,359
-1,656
-2% -$87.6K 2.91% 9
2023
Q3 		$3.84M Buy
72,015
+648
+0.9% +$34.5K 3.59% 8
2023
Q2 		$3.74M Buy
71,367
+5,193
+8% +$262K 3.27% 8
2023
Q1 		$3.25M Buy
66,174
+2,184
+3% +$104K 3.39% 8
2022
Q4 		$3.02M Buy
63,990
+207
+0.3% +$9.83K 3.78% 8
2022
Q3 		$2.76M Sell
63,783
-1,506
-2% -$66K 3.9% 8
2022
Q2 		$2.65M Buy
65,289
+240
+0.4% +$11.1K 2.78% 11
2022
Q1 		$3.23M Buy
+65,049
New +$3.05M 2.65% 9

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

Nvest Financial's WMT Position: Q2 2026 in Review

Nvest Financial reduced its Walmart Inc (WMT) stake by 2.2% in Q2 2026, selling an estimated $160K and leaving 57,618 shares worth $6.53M. The position accounts for 2.06% of the portfolio, ranked #12.

Nvest Financial first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.32M in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Nvest Financial held 57,618 shares of Walmart Inc worth $6.53M as of Q2 2026.
  • Nvest Financial sold 1,285 Walmart Inc shares in Q2 2026, an estimated $160K.
  • Walmart Inc made up 2.06% of Nvest Financial's portfolio in Q2 2026, its #12 holding.
  • Nvest Financial first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Nvest Financial's Walmart Inc position peaked at $7.32M in Q1 2026.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.