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Retirement Guys Formula’s Walmart Inc WMT Stock Holding History

Retirement Guys Formula’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 		$3.26M Buy
28,760
+2,277
+9% +$283K 1.23% 19
2026
Q1 		$3.29M Buy
26,483
+8,341
+46% +$1.02M 1.51% 13
2025
Q4 		$2.02M Buy
18,142
+5,549
+44% +$596K 0.92% 34
2025
Q3 		$1.3M Buy
+12,593
New +$1.25M 0.46% 66
2025
Q2 		– Sell
-2,329
Closed -$221K – 155
2025
Q1 		$221K Sell
2,329
-27,996
-92% -$2.63M 0.11% 121
2024
Q4 		$2.74M Buy
30,325
+397
+1% +$34.5K 1.38% 13
2024
Q3 		$2.42M Buy
29,928
+1,136
+4% +$83.4K 1.12% 18
2024
Q2 		$1.95M Sell
28,792
-2,256
-7% -$142K 0.93% 28
2024
Q1 		$1.87M Buy
31,048
+21,667
+231% +$1.24M 0.91% 32
2023
Q4 		$493K Sell
9,381
-990
-10% -$52.4K 0.26% 88
2023
Q3 		$553K Sell
10,371
-12,078
-54% -$643K 0.38% 69
2023
Q2 		$1.18M Sell
22,449
-498
-2% -$25.1K 0.68% 36
2023
Q1 		$1.13M Buy
22,947
+891
+4% +$42.3K 0.81% 34
2022
Q4 		$1.04M Buy
22,056
+3,255
+17% +$155K 0.86% 28
2022
Q3 		$813K Buy
18,801
+11,289
+150% +$495K 0.86% 23
2022
Q2 		$304K Buy
7,512
+1,008
+15% +$46.5K 0.31% 99
2022
Q1 		$323K Sell
6,504
-3,255
-33% -$153K 0.22% 83
2021
Q4 		$471K Buy
+9,759
New +$466K 0.37% 58

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

Retirement Guys Formula's WMT Position: Q2 2026 in Review

Retirement Guys Formula increased its Walmart Inc (WMT) stake by 8.6% in Q2 2026, buying an estimated $283K and bringing the position to 28,760 shares worth $3.26M. The position accounts for 1.23% of the portfolio, ranked #19.

Retirement Guys Formula first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.29M in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Retirement Guys Formula held 28,760 shares of Walmart Inc worth $3.26M as of Q2 2026.
  • Retirement Guys Formula bought 2,277 Walmart Inc shares in Q2 2026, an estimated $283K.
  • Walmart Inc made up 1.23% of Retirement Guys Formula's portfolio in Q2 2026, its #19 holding.
  • Retirement Guys Formula first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's Walmart Inc position peaked at $3.29M in Q1 2026.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.