PWM
WMT icon

Puff Wealth Management’s Walmart Inc WMT Stock Holding History

Puff Wealth 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 		$245K Buy
+2,167
New +$269K 0.25% 73
2025
Q4 		$247K Buy
2,190
+42
+2% +$4.51K 0.32% 61
2025
Q3 		$221K Buy
2,148
+9
+0.4% +$896 0.34% 57
2025
Q2 		$209K Buy
+2,139
New +$204K 0.15% 100

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

Puff Wealth Management's WMT Position: Q2 2026 in Review

Puff Wealth Management opened a new position in Walmart Inc (WMT) in Q2 2026: 2,167 shares worth $245K. The stake represents 0.25% of the portfolio and ranks #73 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in WMT as recently as Q4 2025.

Puff Wealth Management first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Puff Wealth Management held 2,167 shares of Walmart Inc worth $245K as of Q2 2026.
  • Walmart Inc was a new Puff Wealth Management position in Q2 2026.
  • Walmart Inc made up 0.25% of Puff Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Puff Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • Puff Wealth Management's Walmart Inc position peaked at $247K in Q4 2025.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.