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Ruedi Wealth Management’s Walmart Inc WMT Stock Holding History

Ruedi 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 		– Sell
-1,679
Closed -$209K – 63
2026
Q1 		$209K Buy
+1,679
New +$206K 0.05% 58
2025
Q2 		– Sell
-1,457
Closed -$128K – 328
2025
Q1 		$128K Buy
1,457
+2
+0.1% +$188 0.04% 57
2024
Q4 		$131K Hold
1,455
– – 0.04% 56
2024
Q3 		$117K Sell
1,455
-16
-1% -$1.18K 0.04% 62
2024
Q2 		$99.6K Buy
1,471
+40
+3% +$2.52K 0.04% 64
2024
Q1 		$86.1K Buy
1,431
+264
+23% +$15.1K 0.04% 67
2023
Q4 		$61.3K Buy
1,167
+78
+7% +$4.13K 0.03% 74
2023
Q3 		$58.1K Hold
1,089
– – 0.03% 73
2023
Q2 		$57.1K Sell
1,089
-1,143
-51% -$57.7K 0.03% 71
2023
Q1 		$110K Buy
2,232
+837
+60% +$39.7K 0.07% 51
2022
Q4 		$65.9K Buy
+1,395
New +$66.2K 0.05% 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 $3.37T 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

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

Ruedi Wealth Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,679 shares — an estimated $209K sold.

Ruedi Wealth Management first reported a position in WMT in Q4 2022 and held it in 11 quarters. The position peaked at $209K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ruedi Wealth Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Ruedi Wealth Management sold 1,679 Walmart Inc shares in Q2 2026, an estimated $209K.
  • Ruedi Wealth Management first reported a position in Walmart Inc in Q4 2022 and held it in 11 quarters.
  • Ruedi Wealth Management's Walmart Inc position peaked at $209K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.