Schulz Wealth’s Walmart Inc WMT Stock Holding History

Schulz Wealth’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	$477K	Buy	+4,209	New	+$523K	0.25%	50
2025 Q4	$469K	Hold	4,209	–	–	0.3%	45
2025 Q3	$434K	Hold	4,209	–	–	0.29%	43
2025 Q2	$412K	Hold	4,209	–	–	0.31%	43
2025 Q1	$370K	Sell	4,209 -251	-6%	-$23.5K	0.28%	42
2024 Q4	$403K	Buy	4,460 +59	+1%	+$5.12K	0.31%	39
2024 Q3	$355K	Hold	4,401	–	–	0.27%	45
2024 Q2	$298K	Sell	4,401 -360	-8%	-$22.7K	0.25%	44
2024 Q1	$286K	Hold	4,761	–	–	0.24%	44
2023 Q4	$250K	Buy	+4,761	New	+$252K	0.24%	42

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

Schulz Wealth's WMT Position: Q2 2026 in Review

Schulz Wealth opened a new position in Walmart Inc (WMT) in Q2 2026: 4,209 shares worth $477K. The stake represents 0.25% of the portfolio and ranks #50 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in WMT as recently as Q4 2025.

Schulz Wealth first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Schulz Wealth held 4,209 shares of Walmart Inc worth $477K as of Q2 2026.
Walmart Inc was a new Schulz Wealth position in Q2 2026.
Walmart Inc made up 0.25% of Schulz Wealth's portfolio in Q2 2026, its #50 holding.
Schulz Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.