Sard Wealth Management Group’s Walmart Inc WMT Stock Holding History

Sard Wealth Management Group’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	$469K	Sell	4,144 -24	-0.6%	-$2.98K	0.22%	39
2026 Q1	$518K	Sell	4,168 -121	-3%	-$14.9K	0.28%	33
2025 Q4	$478K	Buy	4,289 +924	+27%	+$99.2K	0.26%	36
2025 Q3	$347K	Buy	3,365 +118	+4%	+$11.7K	0.2%	38
2025 Q2	$318K	Sell	3,247 -47	-1%	-$4.48K	0.2%	38
2025 Q1	$289K	Buy	3,294 +306	+10%	+$28.7K	0.19%	34
2024 Q4	$270K	Sell	2,988 -100	-3%	-$8.68K	0.18%	35
2024 Q3	$249K	Buy	+3,088	New	+$227K	0.16%	39

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

Sard Wealth Management Group's WMT Position: Q2 2026 in Review

Sard Wealth Management Group reduced its Walmart Inc (WMT) stake by 0.58% in Q2 2026, selling an estimated $2.98K and leaving 4,144 shares worth $469K. The position accounts for 0.22% of the portfolio, ranked #39.

Sard Wealth Management Group first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $518K in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sard Wealth Management Group held 4,144 shares of Walmart Inc worth $469K as of Q2 2026.
Sard Wealth Management Group sold 24 Walmart Inc shares in Q2 2026, an estimated $2.98K.
Walmart Inc made up 0.22% of Sard Wealth Management Group's portfolio in Q2 2026, its #39 holding.
Sard Wealth Management Group first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Sard Wealth Management Group's Walmart Inc position peaked at $518K in Q1 2026.
4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.