Shepherd Wealth Management’s Walmart Inc WMT Stock Holding History

Shepherd 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	$406K	Buy	+3,503	New	+$435K	0.22%	29

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

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

Shepherd Wealth Management opened a new position in Walmart Inc (WMT) in Q2 2026: 3,503 shares worth $406K. The stake represents 0.22% of the portfolio and ranks #29 among its holdings.

4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Shepherd Wealth Management held 3,503 shares of Walmart Inc worth $406K as of Q2 2026.
Walmart Inc was a new Shepherd Wealth Management position in Q2 2026.
Walmart Inc made up 0.22% of Shepherd Wealth Management's portfolio in Q2 2026, its #29 holding.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.