RWPA
WMT icon

Richard W. Paul & Associates’s Walmart Inc WMT Stock Holding History

Richard W. Paul & Associates’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 		$1.01M Buy
8,955
+141
+2% +$17.5K 0.31% 87
2026
Q1 		$1.1M Buy
8,814
+70
+0.8% +$8.59K 0.37% 78
2025
Q4 		$974K Buy
8,744
+359
+4% +$38.5K 0.32% 89
2025
Q3 		$864K Buy
8,385
+86
+1% +$8.56K 0.3% 85
2025
Q2 		$811K Sell
8,299
-1,720
-17% -$164K 0.29% 86
2025
Q1 		$880K Sell
10,019
-2,006
-17% -$188K 0.35% 71
2024
Q4 		$1.09M Sell
12,025
-624
-5% -$54.1K 0.4% 68
2024
Q3 		$1.02M Sell
12,649
-1,614
-11% -$119K 0.37% 73
2024
Q2 		$966K Buy
14,263
+32
+0.2% +$2.02K 0.37% 68
2024
Q1 		$856K Sell
14,231
-154
-1% -$8.81K 0.34% 78
2023
Q4 		$756K Sell
14,385
-96
-0.7% -$5.08K 0.32% 83
2023
Q3 		$772K Buy
14,481
+765
+6% +$40.7K 0.35% 77
2023
Q2 		$719K Sell
13,716
-6,348
-32% -$320K 0.31% 90
2023
Q1 		$986K Buy
20,064
+651
+3% +$30.9K 0.45% 60
2022
Q4 		$918K Buy
+19,413
New +$922K 0.46% 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 $3.38T AUM 44.17% 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

Richard W. Paul & Associates's WMT Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $17.5K and bringing the position to 8,955 shares worth $1.01M. The position accounts for 0.31% of the portfolio, ranked #87.

Richard W. Paul & Associates first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Richard W. Paul & Associates held 8,955 shares of Walmart Inc worth $1.01M as of Q2 2026.
  • Richard W. Paul & Associates bought 141 Walmart Inc shares in Q2 2026, an estimated $17.5K.
  • Walmart Inc made up 0.31% of Richard W. Paul & Associates's portfolio in Q2 2026, its #87 holding.
  • Richard W. Paul & Associates first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Walmart Inc position peaked at $1.1M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.