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Shuttleworth & Co’s Walmart Inc WMT Stock Holding History

Shuttleworth & Co’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 		$1.9M Buy
16,788
+1,140
+7% +$142K 1.52% 36
2026
Q1 		$1.94M Buy
15,648
+687
+5% +$84.3K 1.76% 35
2025
Q4 		$1.67M Buy
14,961
+486
+3% +$52.2K 1.52% 31
2025
Q3 		$1.49M Buy
+14,475
New +$1.44M 1.35% 37

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

Shuttleworth & Co's WMT Position: Q2 2026 in Review

Shuttleworth & Co increased its Walmart Inc (WMT) stake by 7.3% in Q2 2026, buying an estimated $142K and bringing the position to 16,788 shares worth $1.9M. The position accounts for 1.52% of the portfolio, ranked #36.

Shuttleworth & Co first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.94M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Shuttleworth & Co held 16,788 shares of Walmart Inc worth $1.9M as of Q2 2026.
  • Shuttleworth & Co bought 1,140 Walmart Inc shares in Q2 2026, an estimated $142K.
  • Walmart Inc made up 1.52% of Shuttleworth & Co's portfolio in Q2 2026, its #36 holding.
  • Shuttleworth & Co first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's Walmart Inc position peaked at $1.94M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.