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Portfolio Strategies’s Walmart Inc WMT Stock Holding History

Portfolio Strategies’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 		$338K Hold
2,981
– – 0.03% 57
2026
Q1 		$370K Buy
+2,981
New +$366K 0.05% 48
2024
Q2 		– Sell
-11,096
Closed -$668K – 138
2024
Q1 		$668K Buy
+11,096
New +$635K 0.05% 75
2018
Q4 		– Sell
-195
Closed -$6K – 202
2018
Q3 		$6K Sell
195
-1,800
-90% -$55.1K ﹤0.01% 174
2018
Q2 		$57K Buy
1,995
+318
+19% +$9.04K 0.04% 65
2018
Q1 		$50K Buy
1,677
+9
+0.5% +$289 0.04% 75
2017
Q4 		$55K Buy
+1,668
New +$51K 0.04% 77

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 Strategies's WMT Position: Q2 2026 in Review

Portfolio Strategies held its Walmart Inc (WMT) position steady in Q2 2026 at 2,981 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #57.

Portfolio Strategies first reported a position in WMT in Q4 2017 and has held it in 7 quarters since. The position peaked at $668K in Q1 2024. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Portfolio Strategies held 2,981 shares of Walmart Inc worth $338K as of Q2 2026.
  • Portfolio Strategies left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.03% of Portfolio Strategies's portfolio in Q2 2026, its #57 holding.
  • Portfolio Strategies first reported a position in Walmart Inc in Q4 2017 and has held it in 7 quarters since.
  • Portfolio Strategies's Walmart Inc position peaked at $668K in Q1 2024.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Portfolio Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.