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Retirement Income Solutions’s Walmart Inc WMT Stock Holding History

Retirement Income Solutions’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 		$333K Buy
2,680
+450
+20% +$55.9K 0.06% 121
2026
Q1 		$277K Hold
2,230
– – 0.05% 135
2025
Q4 		$248K Buy
2,230
+169
+8% +$18.1K 0.04% 146
2025
Q3 		$212K Hold
2,061
– – 0.04% 156
2025
Q2 		$202K Buy
+2,061
New +$196K 0.04% 155
2024
Q4 		– Sell
-2,961
Closed -$239K – 155
2024
Q3 		$239K Sell
2,961
-169
-5% -$12.4K 0.05% 126
2024
Q2 		$212K Sell
3,130
-244
-7% -$15.4K 0.05% 132
2024
Q1 		$203K Buy
+3,374
New +$193K 0.05% 150
2019
Q4 		– Sell
-5,895
Closed -$233K – 81
2019
Q3 		$233K Buy
+5,895
New +$222K 0.12% 64

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 Income Solutions's WMT Position: Q2 2026 in Review

Retirement Income Solutions increased its Walmart Inc (WMT) stake by 20% in Q2 2026, buying an estimated $55.9K and bringing the position to 2,680 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #121.

Retirement Income Solutions first reported a position in WMT in Q3 2019 and has held it in 9 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Retirement Income Solutions held 2,680 shares of Walmart Inc worth $333K as of Q2 2026.
  • Retirement Income Solutions bought 450 Walmart Inc shares in Q2 2026, an estimated $55.9K.
  • Walmart Inc made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #121 holding.
  • Retirement Income Solutions first reported a position in Walmart Inc in Q3 2019 and has held it in 9 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.