RW Investment Management’s Walmart Inc WMT Stock Holding History

RW Investment 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	$1.37M	Hold	12,110	–	–	0.12%	38
2026 Q1	$1.51M	Buy	+12,110	New	+$1.49M	0.15%	32
2025 Q3	$1.26M	Sell	12,256 -300	-2%	-$29.9K	0.13%	37
2025 Q2	$1.23M	Buy	12,556 +10	+0.1%	+$953	0.14%	35
2025 Q1	$1.1M	Buy	12,546 +167	+1%	+$15.7K	0.14%	35
2024 Q4	$1.12M	Sell	12,379 -30	-0.2%	-$2.6K	0.14%	35
2024 Q3	$1M	Hold	12,409	–	–	0.12%	38
2024 Q2	$840K	Sell	12,409 -441	-3%	-$27.8K	0.11%	41
2024 Q1	$773K	Sell	12,850 -29	-0.2%	-$1.66K	0.11%	44
2023 Q4	$677K	Hold	12,879	–	–	0.1%	44
2023 Q3	$687K	Sell	12,879 -1,968	-13%	-$105K	0.12%	36
2023 Q2	$778K	Hold	14,847	–	–	0.16%	34
2023 Q1	$730K	Hold	14,847	–	–	0.2%	35
2022 Q4	$702K	Buy	+14,847	New	+$705K	0.28%	35

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

RW Investment Management's WMT Position: Q2 2026 in Review

RW Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 12,110 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #38.

RW Investment Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

RW Investment Management held 12,110 shares of Walmart Inc worth $1.37M as of Q2 2026.
RW Investment Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.12% of RW Investment Management's portfolio in Q2 2026, its #38 holding.
RW Investment Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Walmart Inc position peaked at $1.51M in Q1 2026.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.