SIA
WMT icon

Schear Investment Advisers’s Walmart Inc WMT Stock Holding History

Schear Investment Advisers’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 		$2.71M Buy
23,912
+722
+3% +$89.6K 0.91% 30
2026
Q1 		$2.88M Buy
23,190
+215
+0.9% +$26.4K 1.27% 25
2025
Q4 		$2.56M Buy
22,975
+7,798
+51% +$837K 1.1% 29
2025
Q3 		$1.56M Buy
15,177
+388
+3% +$38.6K 0.7% 47
2025
Q2 		$1.45M Buy
14,789
+407
+3% +$38.8K 0.72% 51
2025
Q1 		$1.26M Buy
14,382
+1,646
+13% +$154K 0.73% 49
2024
Q4 		$1.15M Buy
12,736
+868
+7% +$75.3K 0.61% 51
2024
Q3 		$958K Buy
11,868
+872
+8% +$64K 0.59% 55
2024
Q2 		$745K Buy
10,996
+1,636
+17% +$103K 0.54% 60
2024
Q1 		$563K Buy
9,360
+1,932
+26% +$111K 0.45% 67
2023
Q4 		$390K Buy
7,428
+258
+4% +$13.7K 0.38% 61
2023
Q3 		$382K Hold
7,170
– – 0.41% 65
2023
Q2 		$376K Buy
+7,170
New +$362K 0.4% 67

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

Schear Investment Advisers's WMT Position: Q2 2026 in Review

Schear Investment Advisers increased its Walmart Inc (WMT) stake by 3.1% in Q2 2026, buying an estimated $89.6K and bringing the position to 23,912 shares worth $2.71M. The position accounts for 0.91% of the portfolio, ranked #30.

Schear Investment Advisers first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.88M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Schear Investment Advisers held 23,912 shares of Walmart Inc worth $2.71M as of Q2 2026.
  • Schear Investment Advisers bought 722 Walmart Inc shares in Q2 2026, an estimated $89.6K.
  • Walmart Inc made up 0.91% of Schear Investment Advisers's portfolio in Q2 2026, its #30 holding.
  • Schear Investment Advisers first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
  • Schear Investment Advisers's Walmart Inc position peaked at $2.88M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.