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Retirement Wealth Solutions’s Walmart Inc WMT Stock Holding History

Retirement Wealth 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 		$76.9K Buy
679
+1
+0.1% +$124 0.04% 87
2026
Q1 		$84.3K Hold
678
– – 0.05% 72
2025
Q4 		$75.5K Hold
678
– – 0.05% 75
2025
Q3 		$69.9K Buy
678
+1
+0.1% +$100 0.05% 77
2025
Q2 		$66.2K Buy
677
+1
+0.1% +$95 0.05% 73
2025
Q1 		$59.4K Hold
676
– – 0.05% 70
2024
Q4 		$62.9K Buy
+676
New +$58.7K 0.05% 71

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 Wealth Solutions's WMT Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Walmart Inc (WMT) stake by 0.15% in Q2 2026, buying an estimated $124 and bringing the position to 679 shares worth $76.9K. The position accounts for 0.04% of the portfolio, ranked #87.

Retirement Wealth Solutions first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.3K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Retirement Wealth Solutions held 679 shares of Walmart Inc worth $76.9K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #87 holding.
  • Retirement Wealth Solutions first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Walmart Inc position peaked at $84.3K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.