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RKL Wealth Management’s Walmart Inc WMT Stock Holding History

RKL 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
2026
Q2 		$3.1M Buy
27,373
+661
+2% +$82.1K 0.25% 50
2026
Q1 		$3.32M Sell
26,712
-4,707
-15% -$578K 0.3% 47
2025
Q4 		$3.5M Buy
31,419
+2,622
+9% +$282K 0.29% 47
2025
Q3 		$2.97M Sell
28,797
-1,652
-5% -$164K 0.25% 53
2025
Q2 		$2.98M Buy
30,449
+1,199
+4% +$114K 0.26% 54
2025
Q1 		$2.57M Sell
29,250
-274
-0.9% -$25.7K 0.24% 58
2024
Q4 		$2.67M Buy
29,524
+142
+0.5% +$12.3K 0.24% 58
2024
Q3 		$2.37M Buy
29,382
+2,412
+9% +$177K 0.21% 58
2024
Q2 		$1.83M Buy
26,970
+178
+0.7% +$11.2K 0.18% 61
2024
Q1 		$1.61M Buy
26,792
+1,607
+6% +$91.9K 0.16% 65
2023
Q4 		$1.32M Sell
25,185
-63
-0.2% -$3.33K 0.14% 72
2023
Q3 		$1.35M Buy
25,248
+522
+2% +$27.8K 0.16% 65
2023
Q2 		$1.3M Buy
24,726
+20,232
+450% +$1.02M 0.15% 66
2023
Q1 		$221K Buy
+4,494
New +$213K 0.03% 126
2019
Q4 		– Sell
-5,274
Closed -$209K – 124
2019
Q3 		$209K Buy
+5,274
New +$199K 0.04% 120

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

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

RKL Wealth Management increased its Walmart Inc (WMT) stake by 2.5% in Q2 2026, buying an estimated $82.1K and bringing the position to 27,373 shares worth $3.1M. The position accounts for 0.25% of the portfolio, ranked #50.

RKL Wealth Management first reported a position in WMT in Q3 2019 and has held it in 15 quarters since. The position peaked at $3.5M in Q4 2025. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • RKL Wealth Management held 27,373 shares of Walmart Inc worth $3.1M as of Q2 2026.
  • RKL Wealth Management bought 661 Walmart Inc shares in Q2 2026, an estimated $82.1K.
  • Walmart Inc made up 0.25% of RKL Wealth Management's portfolio in Q2 2026, its #50 holding.
  • RKL Wealth Management first reported a position in Walmart Inc in Q3 2019 and has held it in 15 quarters since.
  • RKL Wealth Management's Walmart Inc position peaked at $3.5M in Q4 2025.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.