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Richmond Investment Services’s Walmart Inc WMT Stock Holding History

Richmond Investment Services’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 		– Sell
-6,960
Closed -$865K – 253
2026
Q1 		$865K Buy
6,960
+1,028
+17% +$126K 0.14% 103
2025
Q4 		$661K Buy
5,932
+269
+5% +$28.9K 0.11% 113
2025
Q3 		$584K Sell
5,663
-1,756
-24% -$175K 0.11% 125
2025
Q2 		$725K Buy
+7,419
New +$707K 0.15% 93

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

Richmond Investment Services's WMT Position: Q2 2026 in Review

Richmond Investment Services sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 6,960 shares — an estimated $865K sold.

Richmond Investment Services first reported a position in WMT in Q2 2025 and held it in 4 quarters. The position peaked at $865K in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Richmond Investment Services reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 6,960 Walmart Inc shares in Q2 2026, an estimated $865K.
  • Richmond Investment Services first reported a position in Walmart Inc in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Walmart Inc position peaked at $865K in Q1 2026.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.