Peterson Wealth Management’s Walmart Inc WMT Stock Holding History

Peterson 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
2024 Q1	–	Sell	-1,500	Closed	-$4.54K	–	59
2023 Q4	$4.54K	Buy	+1,500	New	+$79.4K	﹤0.01%	51

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

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

Peterson Wealth Management increased its Walmart Inc (WMT) stake by 46% in Q2 2026, buying an estimated $2.52M and bringing the position to 64,590 shares worth $7.32M. The position accounts for 3.41% of the portfolio, ranked #9.

Peterson Wealth Management first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Peterson Wealth Management held 64,590 shares of Walmart Inc worth $7.32M as of Q2 2026.
Peterson Wealth Management bought 20,305 Walmart Inc shares in Q2 2026, an estimated $2.52M.
Walmart Inc made up 3.41% of Peterson Wealth Management's portfolio in Q2 2026, its #9 holding.
Peterson Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.