Ruggaard & Associates’s Walmart Inc WMT Stock Holding History

Ruggaard & Associates’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	$883K	Sell	7,795 -120	-2%	-$14.9K	0.32%	47
2026 Q1	$984K	Sell	7,915 -50	-0.6%	-$6.14K	0.39%	40
2025 Q4	$887K	Hold	7,965	–	–	0.35%	43
2025 Q3	$821K	Sell	7,965 -63	-0.8%	-$6.27K	0.31%	45
2025 Q2	$785K	Sell	8,028 -48	-0.6%	-$4.57K	0.32%	43
2025 Q1	$709K	Sell	8,076 -50	-0.6%	-$4.69K	0.31%	43
2024 Q4	$734K	Sell	8,126 -351	-4%	-$30.5K	0.32%	39
2024 Q3	$685K	Buy	8,477 +200	+2%	+$14.7K	0.3%	43
2024 Q2	$560K	Buy	8,277 +300	+4%	+$18.9K	0.26%	58
2024 Q1	$480K	Hold	7,977	–	–	0.23%	60
2023 Q4	$419K	Sell	7,977 -528	-6%	-$27.9K	0.22%	64
2023 Q3	$453K	Sell	8,505 -225	-3%	-$12K	0.27%	61
2023 Q2	$457K	Sell	8,730 -711	-8%	-$35.9K	0.27%	60
2023 Q1	$464K	Buy	+9,441	New	+$448K	0.29%	59

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ruggaard & Associates's WMT Position: Q2 2026 in Review

Ruggaard & Associates reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $14.9K and leaving 7,795 shares worth $883K. The position accounts for 0.32% of the portfolio, ranked #47.

Ruggaard & Associates first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $984K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Ruggaard & Associates held 7,795 shares of Walmart Inc worth $883K as of Q2 2026.
Ruggaard & Associates sold 120 Walmart Inc shares in Q2 2026, an estimated $14.9K.
Walmart Inc made up 0.32% of Ruggaard & Associates's portfolio in Q2 2026, its #47 holding.
Ruggaard & Associates first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's Walmart Inc position peaked at $984K in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.