PA
WMT icon

Persium Advisors’s Walmart Inc WMT Stock Holding History

Persium Advisors’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 		$1.02M Buy
9,015
+853
+10% +$106K 0.67% 26
2026
Q1 		$1.01M Sell
8,162
-644
-7% -$79.1K 0.8% 14
2025
Q4 		$981K Buy
8,806
+888
+11% +$95.3K 0.71% 15
2025
Q3 		$816K Buy
7,918
+399
+5% +$39.7K 0.61% 23
2025
Q2 		$735K Buy
7,519
+141
+2% +$13.4K 0.61% 21
2025
Q1 		$648K Sell
7,378
-134
-2% -$12.6K 0.61% 22
2024
Q4 		$679K Buy
+7,512
New +$652K 0.67% 19

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

Persium Advisors's WMT Position: Q2 2026 in Review

Persium Advisors increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $106K and bringing the position to 9,015 shares worth $1.02M. The position accounts for 0.67% of the portfolio, ranked #26.

Persium Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Persium Advisors held 9,015 shares of Walmart Inc worth $1.02M as of Q2 2026.
  • Persium Advisors bought 853 Walmart Inc shares in Q2 2026, an estimated $106K.
  • Walmart Inc made up 0.67% of Persium Advisors's portfolio in Q2 2026, its #26 holding.
  • Persium Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.