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QP Wealth Management’s Walmart Inc WMT Stock Holding History

QP 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 		$1.02M Sell
9,011
-68
-0.7% -$8.44K 1.46% 24
2026
Q1 		$1.13M Sell
9,079
-8,356
-48% -$1.03M 1.93% 21
2025
Q4 		$1.94M Buy
+17,435
New +$1.87M 1.71% 16
2023
Q3 		$1.36M Sell
25,566
-6,135
-19% -$326K 2.38% 12
2023
Q2 		$1.66M Sell
31,701
-2,517
-7% -$127K 2.63% 11
2023
Q1 		$1.68M Sell
34,218
-3,078
-8% -$146K 2.75% 10
2022
Q4 		$1.76M Sell
37,296
-4,137
-10% -$196K 2.75% 12
2022
Q3 		$1.83M Buy
41,433
+888
+2% +$38.9K 2.63% 14
2022
Q2 		$1.64M Sell
40,545
-300
-0.7% -$13.8K 2.25% 16
2022
Q1 		$2.03M Sell
40,845
-30
-0.1% -$1.41K 2.27% 16
2021
Q4 		$1.97M Buy
40,875
+126
+0.3% +$6.01K 2.09% 16
2021
Q3 		$1.89M Sell
40,749
-129
-0.3% -$6.21K 2.03% 19
2021
Q2 		$1.92M Buy
40,878
+1,332
+3% +$62K 1.97% 19
2021
Q1 		$1.79M Buy
39,546
+150
+0.4% +$6.95K 1.95% 20
2020
Q4 		$1.89M Sell
39,396
-1,011
-3% -$49.1K 2.09% 18
2020
Q3 		$1.88M Buy
40,407
+525
+1% +$23.3K 2.41% 16
2020
Q2 		$1.59M Buy
39,882
+60
+0.2% +$2.47K 2.2% 18
2020
Q1 		$1.71M Buy
39,822
+750
+2% +$28.9K 2.47% 15
2019
Q4 		$1.52M Buy
+39,072
New +$1.55M 1.85% 16

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

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

QP Wealth Management reduced its Walmart Inc (WMT) stake by 0.75% in Q2 2026, selling an estimated $8.44K and leaving 9,011 shares worth $1.02M. The position accounts for 1.46% of the portfolio, ranked #24.

QP Wealth Management first reported a position in WMT in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.03M in Q1 2022. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • QP Wealth Management held 9,011 shares of Walmart Inc worth $1.02M as of Q2 2026.
  • QP Wealth Management sold 68 Walmart Inc shares in Q2 2026, an estimated $8.44K.
  • Walmart Inc made up 1.46% of QP Wealth Management's portfolio in Q2 2026, its #24 holding.
  • QP Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 19 quarters since.
  • QP Wealth Management's Walmart Inc position peaked at $2.03M in Q1 2022.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.