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Secure Asset Management’s Walmart Inc WMT Stock Holding History

Secure Asset 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 		$4.99M Buy
44,034
+2,512
+6% +$312K 0.7% 37
2026
Q1 		$5.16M Sell
41,522
-6,928
-14% -$851K 0.82% 28
2025
Q4 		$5.4M Buy
48,450
+70
+0.1% +$7.52K 0.84% 27
2025
Q3 		$4.93M Buy
48,380
+10,139
+27% +$1.01M 0.81% 26
2025
Q2 		$3.74M Buy
38,241
+5,984
+19% +$570K 0.69% 32
2025
Q1 		$2.83M Buy
32,257
+5,729
+22% +$537K 0.57% 46
2024
Q4 		$2.4M Buy
26,528
+1,784
+7% +$155K 0.36% 64
2024
Q3 		$2M Sell
24,744
-4,605
-16% -$338K 0.34% 65
2024
Q2 		$1.99M Sell
29,349
-4,515
-13% -$284K 0.38% 57
2024
Q1 		$2.04M Buy
33,864
+8,946
+36% +$512K 0.48% 46
2023
Q4 		$1.31M Buy
24,918
+3,561
+17% +$188K 0.35% 67
2023
Q3 		$1.14M Buy
21,357
+2,751
+15% +$146K 0.34% 76
2023
Q2 		$975K Sell
18,606
-2,232
-11% -$113K 0.3% 82
2023
Q1 		$1.02M Buy
20,838
+933
+5% +$44.3K 0.34% 74
2022
Q4 		$941K Sell
19,905
-432
-2% -$20.5K 0.34% 74
2022
Q3 		$879K Sell
20,337
-2,430
-11% -$106K 0.49% 35
2022
Q2 		$923K Sell
22,767
-1,989
-8% -$91.7K 0.51% 34
2022
Q1 		$1.23M Sell
24,756
-2,439
-9% -$115K 0.55% 30
2021
Q4 		$1.31M Buy
27,195
+2,286
+9% +$109K 0.53% 32
2021
Q3 		$1.16M Buy
24,909
+1,608
+7% +$77.5K 0.57% 33
2021
Q2 		$1.09M Buy
23,301
+1,671
+8% +$77.8K 0.56% 32
2021
Q1 		$979K Buy
21,630
+2,331
+12% +$108K 0.54% 36
2020
Q4 		$927K Buy
19,299
+60
+0.3% +$2.91K 0.55% 43
2020
Q3 		$897K Buy
19,239
+1,068
+6% +$47.5K 0.61% 38
2020
Q2 		$725K Buy
18,171
+33
+0.2% +$1.36K 0.51% 50
2020
Q1 		$687K Buy
18,138
+2,748
+18% +$106K 0.74% 35
2019
Q4 		$610K Buy
+15,390
New +$611K 0.43% 61

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

Secure Asset Management's WMT Position: Q2 2026 in Review

Secure Asset Management increased its Walmart Inc (WMT) stake by 6% in Q2 2026, buying an estimated $312K and bringing the position to 44,034 shares worth $4.99M. The position accounts for 0.7% of the portfolio, ranked #37.

Secure Asset Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.4M in Q4 2025. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Secure Asset Management held 44,034 shares of Walmart Inc worth $4.99M as of Q2 2026.
  • Secure Asset Management bought 2,512 Walmart Inc shares in Q2 2026, an estimated $312K.
  • Walmart Inc made up 0.7% of Secure Asset Management's portfolio in Q2 2026, its #37 holding.
  • Secure Asset Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Walmart Inc position peaked at $5.4M in Q4 2025.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.