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Portfolio Design Labs’s Walmart Inc WMT Stock Holding History

Portfolio Design Labs’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 		$2.87M Sell
25,347
-1,385
-5% -$172K 0.47% 44
2026
Q1 		$3.32M Sell
26,732
-3,469
-11% -$426K 0.59% 30
2025
Q4 		$3.36M Buy
30,201
+488
+2% +$52.4K 0.55% 31
2025
Q3 		$3.06M Buy
29,713
+26,639
+867% +$2.65M 0.53% 35
2025
Q2 		$301K Sell
3,074
-1,321
-30% -$126K 0.06% 127
2025
Q1 		$386K Sell
4,395
-1,246
-22% -$117K 0.08% 136
2024
Q4 		$510K Buy
5,641
+2,592
+85% +$225K 0.1% 120
2024
Q3 		$246K Sell
3,049
-1,626
-35% -$119K 0.07% 128
2024
Q2 		$317K Buy
4,675
+886
+23% +$55.8K 0.1% 88
2024
Q1 		$228K Sell
3,789
-25,593
-87% -$1.46M 0.08% 105
2023
Q4 		$1.54M Buy
+29,382
New +$1.55M 0.58% 49

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

Portfolio Design Labs's WMT Position: Q2 2026 in Review

Portfolio Design Labs reduced its Walmart Inc (WMT) stake by 5.2% in Q2 2026, selling an estimated $172K and leaving 25,347 shares worth $2.87M. The position accounts for 0.47% of the portfolio, ranked #44.

Portfolio Design Labs first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Portfolio Design Labs held 25,347 shares of Walmart Inc worth $2.87M as of Q2 2026.
  • Portfolio Design Labs sold 1,385 Walmart Inc shares in Q2 2026, an estimated $172K.
  • Walmart Inc made up 0.47% of Portfolio Design Labs's portfolio in Q2 2026, its #44 holding.
  • Portfolio Design Labs first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's Walmart Inc position peaked at $3.36M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.