Potentia Wealth’s Walmart Inc WMT Stock Holding History

Potentia Wealth’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	$1.07M	Buy	9,416 +100	+1%	+$12.4K	0.44%	32
2026 Q1	$1.16M	Buy	9,316 +5,417	+139%	+$665K	0.45%	36
2025 Q4	$434K	Hold	3,899	–	–	0.16%	65
2025 Q3	$402K	Buy	3,899 +1	+0%	+$100	0.15%	69
2025 Q2	$381K	Buy	3,898 +4	+0.1%	+$381	0.22%	54
2025 Q1	$342K	Sell	3,894 -646	-14%	-$60.6K	0.16%	71
2024 Q4	$410K	Buy	+4,540	New	+$394K	0.18%	69

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

Potentia Wealth's WMT Position: Q2 2026 in Review

Potentia Wealth increased its Walmart Inc (WMT) stake by 1.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 9,416 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #32.

Potentia Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Potentia Wealth held 9,416 shares of Walmart Inc worth $1.07M as of Q2 2026.
Potentia Wealth bought 100 Walmart Inc shares in Q2 2026, an estimated $12.4K.
Walmart Inc made up 0.44% of Potentia Wealth's portfolio in Q2 2026, its #32 holding.
Potentia Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Potentia Wealth's Walmart Inc position peaked at $1.16M in Q1 2026.
4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.