Peak Asset Management’s Walmart Inc WMT Stock Holding History

Peak 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	$530K	Hold	4,677	–	–	0.08%	111
2026 Q1	$581K	Buy	4,677 +37	+0.8%	+$4.54K	0.1%	91
2025 Q4	$517K	Hold	4,640	–	–	0.09%	96
2025 Q3	$478K	Sell	4,640 -820	-15%	-$81.6K	0.08%	99
2025 Q2	$534K	Buy	5,460 +225	+4%	+$21.4K	0.1%	93
2025 Q1	$460K	Hold	5,235	–	–	0.09%	98
2024 Q4	$473K	Hold	5,235	–	–	0.09%	98
2024 Q3	$423K	Sell	5,235 -255	-5%	-$18.7K	0.08%	107
2024 Q2	$372K	Hold	5,490	–	–	0.07%	109
2024 Q1	$330K	Sell	5,490 -12	-0.2%	-$687	0.07%	120
2023 Q4	$289K	Buy	5,502 +12	+0.2%	+$635	0.06%	119
2023 Q3	$293K	Sell	5,490 -27	-0.5%	-$1.44K	0.07%	113
2023 Q2	$289K	Buy	5,517 +1,239	+29%	+$62.5K	0.07%	116
2023 Q1	$210K	Hold	4,278	–	–	0.05%	137
2022 Q4	$202K	Buy	+4,278	New	+$203K	0.05%	134

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

Peak Asset Management's WMT Position: Q2 2026 in Review

Peak Asset Management held its Walmart Inc (WMT) position steady in Q2 2026 at 4,677 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #111.

Peak Asset Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $581K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Peak Asset Management held 4,677 shares of Walmart Inc worth $530K as of Q2 2026.
Peak Asset Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.08% of Peak Asset Management's portfolio in Q2 2026, its #111 holding.
Peak Asset Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Peak Asset Management's Walmart Inc position peaked at $581K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.