Perissos Private Wealth Management’s Walmart Inc WMT Stock Holding History

Perissos Private 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	$878K	Sell	7,756 -130	-2%	-$16.1K	0.59%	39
2026 Q1	$980K	Buy	7,886 +13	+0.2%	+$1.6K	0.85%	32
2025 Q4	$877K	Hold	7,873	–	–	0.76%	36
2025 Q3	$811K	Buy	7,873 +15	+0.2%	+$1.49K	0.59%	40
2025 Q2	$768K	Sell	7,858 -72	-0.9%	-$6.86K	0.61%	41
2025 Q1	$696K	Sell	7,930 -201	-2%	-$18.9K	0.63%	41
2024 Q4	$735K	Buy	8,131 +131	+2%	+$11.4K	0.55%	48
2024 Q3	$646K	Buy	8,000 +17	+0.2%	+$1.25K	0.52%	50
2024 Q2	$541K	Buy	7,983 +327	+4%	+$20.6K	0.48%	51
2024 Q1	$461K	Buy	+7,656	New	+$438K	0.42%	49

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

Perissos Private Wealth Management's WMT Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $16.1K and leaving 7,756 shares worth $878K. The position accounts for 0.59% of the portfolio, ranked #39.

Perissos Private Wealth Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $980K in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Perissos Private Wealth Management held 7,756 shares of Walmart Inc worth $878K as of Q2 2026.
Perissos Private Wealth Management sold 130 Walmart Inc shares in Q2 2026, an estimated $16.1K.
Walmart Inc made up 0.59% of Perissos Private Wealth Management's portfolio in Q2 2026, its #39 holding.
Perissos Private Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Walmart Inc position peaked at $980K in Q1 2026.
4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.