PGA
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Portland Global Advisors’s Walmart Inc WMT Stock Holding History

Portland Global 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 		$386K Buy
3,405
+269
+9% +$33.4K 0.04% 112
2026
Q1 		$390K Buy
3,136
+897
+40% +$110K 0.04% 106
2025
Q4 		$249K Hold
2,239
– – 0.03% 130
2025
Q3 		$231K Buy
2,239
+150
+7% +$14.9K 0.03% 136
2025
Q2 		$204K Buy
+2,089
New +$199K 0.02% 139

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 $3.38T AUM 44.17% 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

Portland Global Advisors's WMT Position: Q2 2026 in Review

Portland Global Advisors increased its Walmart Inc (WMT) stake by 8.6% in Q2 2026, buying an estimated $33.4K and bringing the position to 3,405 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #112.

Portland Global Advisors first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $390K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Portland Global Advisors held 3,405 shares of Walmart Inc worth $386K as of Q2 2026.
  • Portland Global Advisors bought 269 Walmart Inc shares in Q2 2026, an estimated $33.4K.
  • Walmart Inc made up 0.04% of Portland Global Advisors's portfolio in Q2 2026, its #112 holding.
  • Portland Global Advisors first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Portland Global Advisors's Walmart Inc position peaked at $390K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.