Precision Wealth Strategies’s Walmart Inc WMT Stock Holding History

Precision Wealth 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	$3.82M	Buy	33,728 +1,284	+4%	+$159K	1.15%	24
2026 Q1	$4.03M	Buy	32,444 +3,725	+13%	+$457K	1.34%	19
2025 Q4	$3.2M	Buy	28,719 +2,166	+8%	+$233K	1.04%	23
2025 Q3	$2.74M	Buy	26,553 +3,258	+14%	+$324K	0.89%	30
2025 Q2	$2.28M	Buy	23,295 +6,834	+42%	+$651K	0.74%	35
2025 Q1	$1.45M	Buy	16,461 +2,429	+17%	+$228K	1.1%	22
2024 Q4	$1.27M	Buy	+14,032	New	+$1.22M	0.98%	20
2021 Q3	–	Sell	-8,265	Closed	-$389K	–	138
2021 Q2	$389K	Buy	8,265 +2,466	+43%	+$115K	0.33%	55
2021 Q1	$263K	Buy	5,799 +825	+17%	+$38.2K	0.25%	66
2020 Q4	$239K	Buy	+4,974	New	+$242K	0.26%	48

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

Precision Wealth Strategies's WMT Position: Q2 2026 in Review

Precision Wealth Strategies increased its Walmart Inc (WMT) stake by 4% in Q2 2026, buying an estimated $159K and bringing the position to 33,728 shares worth $3.82M. The position accounts for 1.15% of the portfolio, ranked #24.

Precision Wealth Strategies first reported a position in WMT in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.03M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Precision Wealth Strategies held 33,728 shares of Walmart Inc worth $3.82M as of Q2 2026.
Precision Wealth Strategies bought 1,284 Walmart Inc shares in Q2 2026, an estimated $159K.
Walmart Inc made up 1.15% of Precision Wealth Strategies's portfolio in Q2 2026, its #24 holding.
Precision Wealth Strategies first reported a position in Walmart Inc in Q4 2020 and has held it in 10 quarters since.
Precision Wealth Strategies's Walmart Inc position peaked at $4.03M in Q1 2026.
4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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