Seaside Wealth Management’s Walmart Inc WMT Stock Holding History

Seaside Wealth 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	$715K	Buy	6,310 +277	+5%	+$34.4K	0.18%	33
2026 Q1	$750K	Buy	6,033 +40	+0.7%	+$4.91K	0.21%	31
2025 Q4	$668K	Sell	5,993 -5	-0.1%	-$537	0.19%	32
2025 Q3	$618K	Buy	5,998 +19	+0.3%	+$1.89K	0.18%	32
2025 Q2	$585K	Buy	5,979 +136	+2%	+$13K	0.19%	33
2025 Q1	$513K	Buy	5,843 +80	+1%	+$7.5K	0.18%	32
2024 Q4	$521K	Hold	5,763	–	–	0.19%	33
2024 Q3	$465K	Hold	5,763	–	–	0.18%	35
2024 Q2	$390K	Hold	5,763	–	–	0.16%	37
2024 Q1	$347K	Hold	5,763	–	–	0.15%	37
2023 Q4	$303K	Hold	5,763	–	–	0.14%	38
2023 Q3	$307K	Sell	5,763 -36	-0.6%	-$1.92K	0.16%	37
2023 Q2	$304K	Buy	5,799 +36	+0.6%	+$1.82K	0.16%	37
2023 Q1	$284K	Hold	5,763	–	–	0.17%	34
2022 Q4	$272K	Hold	5,763	–	–	0.18%	36
2022 Q3	$274K	Buy	+5,763	New	+$252K	0.19%	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 $3.38T AUM 44.17% 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

Seaside Wealth Management's WMT Position: Q2 2026 in Review

Seaside Wealth Management increased its Walmart Inc (WMT) stake by 4.6% in Q2 2026, buying an estimated $34.4K and bringing the position to 6,310 shares worth $715K. The position accounts for 0.18% of the portfolio, ranked #33.

Seaside Wealth Management first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $750K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Seaside Wealth Management held 6,310 shares of Walmart Inc worth $715K as of Q2 2026.
Seaside Wealth Management bought 277 Walmart Inc shares in Q2 2026, an estimated $34.4K.
Walmart Inc made up 0.18% of Seaside Wealth Management's portfolio in Q2 2026, its #33 holding.
Seaside Wealth Management first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
Seaside Wealth Management's Walmart Inc position peaked at $750K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.