Palisades Hudson Asset Management’s Walmart Inc WMT Stock Holding History

Palisades Hudson Asset 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	$339K	Hold	2,990	–	–	0.12%	80
2026 Q1	$371K	Sell	2,990 -1,300	-30%	-$160K	0.14%	68
2025 Q4	$478K	Buy	4,290 +505	+13%	+$54.2K	0.19%	61
2025 Q3	$390K	Hold	3,785	–	–	0.14%	69
2025 Q2	$370K	Buy	3,785 +18	+0.5%	+$1.72K	0.14%	69
2025 Q1	$330K	Buy	3,767 +9	+0.2%	+$844	0.15%	72
2024 Q4	$339K	Hold	3,758	–	–	0.14%	74
2024 Q3	$303K	Buy	3,758 +141	+4%	+$10.4K	0.13%	77
2024 Q2	$245K	Buy	3,617 +24	+0.7%	+$1.51K	0.11%	85
2024 Q1	$217K	Buy	+3,593	New	+$206K	0.1%	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 $3.38T AUM 44.17% 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

Palisades Hudson Asset Management's WMT Position: Q2 2026 in Review

Palisades Hudson Asset Management held its Walmart Inc (WMT) position steady in Q2 2026 at 2,990 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #80.

Palisades Hudson Asset Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $478K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Palisades Hudson Asset Management held 2,990 shares of Walmart Inc worth $339K as of Q2 2026.
Palisades Hudson Asset Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.12% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #80 holding.
Palisades Hudson Asset Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Palisades Hudson Asset Management's Walmart Inc position peaked at $478K in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.