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Principal Securities’s Walmart Inc WMT Stock Holding History

Principal Securities’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 		$14.3M Sell
125,832
-4,486
-3% -$557K 0.17% 114
2026
Q1 		$16.2M Sell
130,318
-3,719
-3% -$457K 0.24% 77
2025
Q4 		$14.9M Buy
134,037
+16,942
+14% +$1.82M 0.23% 79
2025
Q3 		$12.1M Sell
117,095
-188
-0.2% -$18.7K 0.2% 97
2025
Q2 		$11.5M Buy
117,283
+13,519
+13% +$1.29M 0.22% 86
2025
Q1 		$9.38M Buy
103,764
+362
+0.4% +$34K 0.21% 98
2024
Q4 		$9.34M Buy
103,402
+12,371
+14% +$1.07M 0.21% 97
2024
Q3 		$7.35M Buy
91,031
+8,080
+10% +$593K 0.18% 106
2024
Q2 		$5.62M Buy
82,951
+10,400
+14% +$655K 0.15% 119
2024
Q1 		$4.37M Buy
72,551
+6,464
+10% +$370K 0.14% 144
2023
Q4 		$3.47M Buy
+66,087
New +$3.5M 0.13% 158

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

Principal Securities's WMT Position: Q2 2026 in Review

Principal Securities reduced its Walmart Inc (WMT) stake by 3.4% in Q2 2026, selling an estimated $557K and leaving 125,832 shares worth $14.3M. The position accounts for 0.17% of the portfolio, ranked #114.

Principal Securities first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.2M in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Principal Securities held 125,832 shares of Walmart Inc worth $14.3M as of Q2 2026.
  • Principal Securities sold 4,486 Walmart Inc shares in Q2 2026, an estimated $557K.
  • Walmart Inc made up 0.17% of Principal Securities's portfolio in Q2 2026, its #114 holding.
  • Principal Securities first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Walmart Inc position peaked at $16.2M in Q1 2026.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.