Redwood Family Wealth’s Walmart Inc WMT Stock Holding History

Redwood Family Wealth’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	$684K	Buy	6,038 +1,775	+42%	+$220K	0.6%	35
2026 Q1	$530K	Buy	4,263 +4	+0.1%	+$491	0.52%	40
2025 Q4	$475K	Buy	+4,259	New	+$457K	0.47%	48

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Redwood Family Wealth's WMT Position: Q2 2026 in Review

Redwood Family Wealth increased its Walmart Inc (WMT) stake by 42% in Q2 2026, buying an estimated $220K and bringing the position to 6,038 shares worth $684K. The position accounts for 0.6% of the portfolio, ranked #35.

Redwood Family Wealth first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,379 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Redwood Family Wealth held 6,038 shares of Walmart Inc worth $684K as of Q2 2026.
Redwood Family Wealth bought 1,775 Walmart Inc shares in Q2 2026, an estimated $220K.
Walmart Inc made up 0.6% of Redwood Family Wealth's portfolio in Q2 2026, its #35 holding.
Redwood Family Wealth first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
4,379 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.