RCM
WMT icon

Ridgepath Capital Management’s Walmart Inc WMT Stock Holding History

Ridgepath Capital Management’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 		$2.51M Buy
22,123
+116
+0.5% +$14.4K 1.11% 17
2026
Q1 		$2.74M Buy
22,007
+38
+0.2% +$4.67K 1.36% 17
2025
Q4 		$2.26M Hold
21,969
– – 1.04% 15
2025
Q3 		$2.26M Buy
21,969
+44
+0.2% +$4.38K 0.97% 17
2025
Q2 		$2.14M Sell
21,925
-48,611
-69% -$4.63M 0.99% 15
2025
Q1 		$6.19M Buy
70,536
+32,541
+86% +$3.05M 2.98% 8
2024
Q4 		$3.43M Buy
37,995
+8,666
+30% +$752K 1.58% 14
2024
Q3 		$2.37M Buy
29,329
+7,447
+34% +$547K 1.89% 15
2024
Q2 		$1.48M Buy
21,882
+7,776
+55% +$490K 1.45% 14
2024
Q1 		$849K Buy
+14,106
New +$807K 0.96% 20

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

Ridgepath Capital Management's WMT Position: Q2 2026 in Review

Ridgepath Capital Management increased its Walmart Inc (WMT) stake by 0.53% in Q2 2026, buying an estimated $14.4K and bringing the position to 22,123 shares worth $2.51M. The position accounts for 1.11% of the portfolio, ranked #17.

Ridgepath Capital Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.19M in Q1 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ridgepath Capital Management held 22,123 shares of Walmart Inc worth $2.51M as of Q2 2026.
  • Ridgepath Capital Management bought 116 Walmart Inc shares in Q2 2026, an estimated $14.4K.
  • Walmart Inc made up 1.11% of Ridgepath Capital Management's portfolio in Q2 2026, its #17 holding.
  • Ridgepath Capital Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Ridgepath Capital Management's Walmart Inc position peaked at $6.19M in Q1 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.