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Ritholtz Wealth Management’s Walmart Inc WMT Stock Holding History

Ritholtz Wealth 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
2021
Q2 		– Sell
-6,000
Closed -$39K – 565
2021
Q1 		$39K Buy
6,000
+1,800
+43% +$83.4K ﹤0.01% 454
2020
Q4 		$37K Buy
4,200
+3,000
+250% +$146K ﹤0.01% 386
2020
Q3 		$13K Buy
+1,200
New +$53.4K ﹤0.01% 326

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

Ritholtz Wealth Management's WMT Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Walmart Inc (WMT) stake by 0.94% in Q2 2026, selling an estimated $289K and leaving 246,087 shares worth $27.9M. The position accounts for 0.42% of the portfolio, ranked #31.

Ritholtz Wealth Management first reported a position in WMT in Q4 2017 and has held it in 29 quarters since. The position peaked at $30.9M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ritholtz Wealth Management held 246,087 shares of Walmart Inc worth $27.9M as of Q2 2026.
  • Ritholtz Wealth Management sold 2,329 Walmart Inc shares in Q2 2026, an estimated $289K.
  • Walmart Inc made up 0.42% of Ritholtz Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Ritholtz Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 29 quarters since.
  • Ritholtz Wealth Management's Walmart Inc position peaked at $30.9M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.