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Proactive Wealth Strategies’s Walmart Inc WMT Stock Holding History

Proactive 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 		$6.82M Sell
60,206
-552
-0.9% -$68.5K 1.09% 27
2026
Q1 		$7.55M Buy
60,758
+33,931
+126% +$4.17M 1.42% 22
2025
Q4 		$2.99M Buy
26,827
+4,165
+18% +$447K 1.18% 27
2025
Q3 		$2.34M Buy
22,662
+1,772
+8% +$176K 1.01% 36
2025
Q2 		$2.04M Buy
20,890
+3,736
+22% +$356K 0.96% 36
2025
Q1 		$1.51M Buy
17,154
+733
+4% +$68.8K 0.8% 43
2024
Q4 		$1.48M Buy
+16,421
New +$1.42M 0.77% 41

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

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

Proactive Wealth Strategies reduced its Walmart Inc (WMT) stake by 0.91% in Q2 2026, selling an estimated $68.5K and leaving 60,206 shares worth $6.82M. The position accounts for 1.09% of the portfolio, ranked #27.

Proactive Wealth Strategies first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.55M in Q1 2026. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Proactive Wealth Strategies held 60,206 shares of Walmart Inc worth $6.82M as of Q2 2026.
  • Proactive Wealth Strategies sold 552 Walmart Inc shares in Q2 2026, an estimated $68.5K.
  • Walmart Inc made up 1.09% of Proactive Wealth Strategies's portfolio in Q2 2026, its #27 holding.
  • Proactive Wealth Strategies first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Proactive Wealth Strategies's Walmart Inc position peaked at $7.55M in Q1 2026.
  • 4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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