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Private Wealth Asset Management’s Walmart Inc WMT Stock Holding History

Private Wealth Asset Management’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 		$4.34M Buy
38,315
+5,788
+18% +$719K 0.42% 50
2026
Q1 		$4.04M Sell
32,527
-177
-0.5% -$21.7K 0.43% 47
2025
Q4 		$3.64M Buy
32,704
+500
+2% +$53.7K 0.4% 47
2025
Q3 		$3.32M Sell
32,204
-5,571
-15% -$555K 0.39% 48
2025
Q2 		$3.69M Sell
37,775
-5,919
-14% -$564K 0.49% 40
2025
Q1 		$3.84M Buy
+43,694
New +$4.1M 0.55% 39

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

Private Wealth Asset Management's WMT Position: Q2 2026 in Review

Private Wealth Asset Management increased its Walmart Inc (WMT) stake by 18% in Q2 2026, buying an estimated $719K and bringing the position to 38,315 shares worth $4.34M. The position accounts for 0.42% of the portfolio, ranked #50.

Private Wealth Asset Management first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Private Wealth Asset Management held 38,315 shares of Walmart Inc worth $4.34M as of Q2 2026.
  • Private Wealth Asset Management bought 5,788 Walmart Inc shares in Q2 2026, an estimated $719K.
  • Walmart Inc made up 0.42% of Private Wealth Asset Management's portfolio in Q2 2026, its #50 holding.
  • Private Wealth Asset Management first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.