SWM
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SHP Wealth Management’s Walmart Inc WMT Stock Holding History

SHP 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 		$1.29M Buy
11,418
+852
+8% +$106K 0.09% 80
2026
Q1 		$1.31M Buy
10,566
+583
+6% +$71.6K 0.1% 65
2025
Q4 		$1.11M Buy
+9,983
New +$1.07M 0.09% 74

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Walmart Inc (WMT) stake by 8.1% in Q2 2026, buying an estimated $106K and bringing the position to 11,418 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #80.

SHP Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2026. 4,421 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SHP Wealth Management held 11,418 shares of Walmart Inc worth $1.29M as of Q2 2026.
  • SHP Wealth Management bought 852 Walmart Inc shares in Q2 2026, an estimated $106K.
  • Walmart Inc made up 0.09% of SHP Wealth Management's portfolio in Q2 2026, its #80 holding.
  • SHP Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Walmart Inc position peaked at $1.31M in Q1 2026.
  • 4,421 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.