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Palumbo Wealth Management’s Walmart Inc WMT Stock Holding History

Palumbo Wealth 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 		$839K Buy
7,407
+17
+0.2% +$2.11K 0.18% 92
2026
Q1 		$918K Buy
7,390
+57
+0.8% +$7K 0.22% 77
2025
Q4 		$817K Buy
7,333
+1,096
+18% +$118K 0.2% 87
2025
Q3 		$472K Buy
6,237
+13
+0.2% +$1.29K 0.15% 94
2025
Q2 		$609K Buy
6,224
+497
+9% +$47.4K 0.19% 88
2025
Q1 		$503K Buy
5,727
+1,037
+22% +$97.3K 0.17% 90
2024
Q4 		$424K Buy
4,690
+60
+1% +$5.21K 0.16% 98
2024
Q3 		$374K Buy
4,630
+29
+0.6% +$2.13K 0.15% 103
2024
Q2 		$312K Buy
4,601
+807
+21% +$50.8K 0.13% 101
2024
Q1 		$228K Sell
3,794
-40
-1% -$2.29K 0.1% 116
2023
Q4 		$201K Sell
3,834
-489
-11% -$25.9K 0.1% 116
2023
Q3 		$231K Buy
4,323
+291
+7% +$15.5K 0.13% 106
2023
Q2 		$211K Buy
+4,032
New +$203K 0.13% 99
2021
Q4 		– Sell
-4,752
Closed -$221K – 101
2021
Q3 		$221K Sell
4,752
-2,589
-35% -$125K 0.15% 87
2021
Q2 		$345K Sell
7,341
-69
-0.9% -$3.21K 0.23% 75
2021
Q1 		$336K Buy
+7,410
New +$343K 0.25% 72

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

Palumbo Wealth Management's WMT Position: Q2 2026 in Review

Palumbo Wealth Management increased its Walmart Inc (WMT) stake by 0.23% in Q2 2026, buying an estimated $2.11K and bringing the position to 7,407 shares worth $839K. The position accounts for 0.18% of the portfolio, ranked #92.

Palumbo Wealth Management first reported a position in WMT in Q1 2021 and has held it in 16 quarters since. The position peaked at $918K in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Palumbo Wealth Management held 7,407 shares of Walmart Inc worth $839K as of Q2 2026.
  • Palumbo Wealth Management bought 17 Walmart Inc shares in Q2 2026, an estimated $2.11K.
  • Walmart Inc made up 0.18% of Palumbo Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Palumbo Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 16 quarters since.
  • Palumbo Wealth Management's Walmart Inc position peaked at $918K in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.