Philip James Wealth Mangement’s Walmart Inc WMT Stock Holding History

Philip James Wealth Mangement’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	$274K	Sell	2,418 -852	-26%	-$106K	0.03%	134
2026 Q1	$406K	Sell	3,270 -47	-1%	-$5.77K	0.05%	124
2025 Q4	$370K	Hold	3,317	–	–	0.04%	135
2025 Q3	$342K	Sell	3,317 -839	-20%	-$83.5K	0.04%	141
2025 Q2	$406K	Sell	4,156 -50	-1%	-$4.76K	0.05%	118
2025 Q1	$369K	Sell	4,206 -1,802	-30%	-$169K	0.04%	118
2024 Q4	$543K	Sell	6,008 -173	-3%	-$15K	0.07%	105
2024 Q3	$499K	Buy	6,181 +1,669	+37%	+$123K	0.06%	101
2024 Q2	$306K	Sell	4,512 -186	-4%	-$11.7K	0.2%	48
2024 Q1	$283K	Sell	4,698 -444	-9%	-$25.4K	0.2%	52
2023 Q4	$270K	Buy	+5,142	New	+$272K	0.21%	59

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Philip James Wealth Mangement's WMT Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Walmart Inc (WMT) stake by 26% in Q2 2026, selling an estimated $106K and leaving 2,418 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #134.

Philip James Wealth Mangement first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $543K in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Philip James Wealth Mangement held 2,418 shares of Walmart Inc worth $274K as of Q2 2026.
Philip James Wealth Mangement sold 852 Walmart Inc shares in Q2 2026, an estimated $106K.
Walmart Inc made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #134 holding.
Philip James Wealth Mangement first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Philip James Wealth Mangement's Walmart Inc position peaked at $543K in Q4 2024.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.