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

Silverlake 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 		$2.2M Buy
19,390
+149
+0.8% +$18.5K 0.42% 69
2026
Q1 		$2.39M Sell
19,241
-702
-4% -$86.2K 0.5% 53
2025
Q4 		$2.22M Buy
19,943
+3,292
+20% +$353K 0.49% 53
2025
Q3 		$1.72M Buy
16,651
+477
+3% +$47.5K 0.42% 76
2025
Q2 		$1.58M Buy
16,174
+5,148
+47% +$490K 0.46% 71
2025
Q1 		$968K Sell
11,026
-3
-0% -$281 0.37% 73
2024
Q4 		$996K Sell
11,029
-7
-0.1% -$607 0.38% 73
2024
Q3 		$891K Sell
11,036
-19
-0.2% -$1.4K 0.34% 80
2024
Q2 		$749K Sell
11,055
-118
-1% -$7.43K 0.31% 87
2024
Q1 		$672K Sell
11,173
-419
-4% -$24K 0.34% 72
2023
Q4 		$609K Buy
11,592
+594
+5% +$31.4K 0.34% 75
2023
Q3 		$586K Buy
10,998
+507
+5% +$27K 0.33% 77
2023
Q2 		$550K Buy
10,491
+9
+0.1% +$454 0.31% 78
2023
Q1 		$515K Sell
10,482
-69
-0.7% -$3.27K 0.31% 74
2022
Q4 		$499K Buy
10,551
+78
+0.7% +$3.7K 0.31% 77
2022
Q3 		$453K Buy
10,473
+99
+1% +$4.34K 0.31% 83
2022
Q2 		$420K Buy
10,374
+36
+0.3% +$1.66K 0.27% 96
2022
Q1 		$513K Buy
10,338
+105
+1% +$4.93K 0.29% 82
2021
Q4 		$494K Buy
+10,233
New +$489K 0.27% 96

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

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

Silverlake Wealth Management increased its Walmart Inc (WMT) stake by 0.77% in Q2 2026, buying an estimated $18.5K and bringing the position to 19,390 shares worth $2.2M. The position accounts for 0.42% of the portfolio, ranked #69.

Silverlake Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.39M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Silverlake Wealth Management held 19,390 shares of Walmart Inc worth $2.2M as of Q2 2026.
  • Silverlake Wealth Management bought 149 Walmart Inc shares in Q2 2026, an estimated $18.5K.
  • Walmart Inc made up 0.42% of Silverlake Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Silverlake Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Walmart Inc position peaked at $2.39M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.