SAM Advisors’s Walmart Inc WMT Stock Holding History

SAM Advisors’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	$216K	Buy	1,907 +8	+0.4%	+$993	0.06%	47
2026 Q1	$236K	Buy	1,899 +4	+0.2%	+$491	0.07%	44
2025 Q4	$211K	Buy	+1,895	New	+$203K	0.07%	44

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

SAM Advisors's WMT Position: Q2 2026 in Review

SAM Advisors increased its Walmart Inc (WMT) stake by 0.42% in Q2 2026, buying an estimated $993 and bringing the position to 1,907 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #47.

SAM Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SAM Advisors held 1,907 shares of Walmart Inc worth $216K as of Q2 2026.
SAM Advisors bought 8 Walmart Inc shares in Q2 2026, an estimated $993.
Walmart Inc made up 0.06% of SAM Advisors's portfolio in Q2 2026, its #47 holding.
SAM Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
SAM Advisors's Walmart Inc position peaked at $236K in Q1 2026.
4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.