Objective Capital Management’s Walmart Inc WMT Stock Holding History

Objective Capital 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	$212K	Hold	1,872	–	–	0.19%	94
2026 Q1	$233K	Buy	+1,872	New	+$230K	0.23%	84
2025 Q1	–	Sell	-4,420	Closed	-$399K	–	141
2024 Q4	$399K	Sell	4,420 -1,042	-19%	-$90.4K	0.27%	76
2024 Q3	$441K	Buy	+5,462	New	+$401K	0.26%	86
2024 Q1	$348K	Buy	5,790 +75	+1%	+$4.29K	0.24%	92
2023 Q4	$300K	Sell	5,715 -321	-5%	-$17K	0.23%	90
2023 Q3	$322K	Buy	6,036 +138	+2%	+$7.34K	0.29%	74
2023 Q2	$309K	Buy	5,898 +12	+0.2%	+$605	0.27%	71
2023 Q1	$289K	Buy	5,886 +291	+5%	+$13.8K	0.26%	72
2022 Q4	$264K	Buy	5,595 +411	+8%	+$19.5K	0.26%	78
2022 Q3	$224K	Sell	5,184 -936	-15%	-$41K	0.24%	83
2022 Q2	$248K	Sell	6,120 -450	-7%	-$20.8K	0.25%	79
2022 Q1	$326K	Buy	6,570 +525	+9%	+$24.6K	0.25%	83
2021 Q4	$292K	Buy	+6,045	New	+$289K	0.21%	90

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

Objective Capital Management's WMT Position: Q2 2026 in Review

Objective Capital Management held its Walmart Inc (WMT) position steady in Q2 2026 at 1,872 shares worth $212K. The position accounts for 0.19% of the portfolio, ranked #94.

Objective Capital Management first reported a position in WMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $441K in Q3 2024. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Objective Capital Management held 1,872 shares of Walmart Inc worth $212K as of Q2 2026.
Objective Capital Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.19% of Objective Capital Management's portfolio in Q2 2026, its #94 holding.
Objective Capital Management first reported a position in Walmart Inc in Q4 2021 and has held it in 14 quarters since.
Objective Capital Management's Walmart Inc position peaked at $441K in Q3 2024.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.