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Simplicity Wealth’s Walmart Inc WMT Stock Holding History

Simplicity Wealth’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 		$20.9M Buy
184,119
+134,621
+272% +$16.7M 0.7% 23
2026
Q1 		$6.15M Sell
49,498
-6,625
-12% -$813K 0.35% 62
2025
Q4 		$6.25M Sell
56,123
-2,120
-4% -$228K 0.37% 59
2025
Q3 		$6M Sell
58,243
-45,567
-44% -$4.54M 0.35% 60
2025
Q2 		$10.2M Buy
103,810
+47,035
+83% +$4.48M 0.42% 48
2025
Q1 		$4.98M Buy
56,775
+44,106
+348% +$4.14M 0.39% 51
2024
Q4 		$1.14M Sell
12,669
-39,357
-76% -$3.42M 0.24% 76
2024
Q3 		$4.2M Sell
52,026
-137,683
-73% -$10.1M 0.39% 56
2024
Q2 		$12.8M Sell
189,709
-13,983
-7% -$881K 0.29% 69
2024
Q1 		$12.3M Buy
203,692
+164,074
+414% +$9.39M 0.29% 68
2023
Q4 		$2.08M Buy
39,618
+20,046
+102% +$1.06M 0.81% 28
2023
Q3 		$1.04M Buy
19,572
+1,764
+10% +$93.9K 0.61% 28
2023
Q2 		$933K Buy
17,808
+1,356
+8% +$68.4K 0.58% 32
2023
Q1 		$809K Sell
16,452
-15
-0.1% -$712 0.54% 32
2022
Q4 		$778K Buy
16,467
+282
+2% +$13.4K 0.69% 24
2022
Q3 		$700K Buy
16,185
+15
+0.1% +$657 0.94% 36
2022
Q2 		$655K Sell
16,170
-279
-2% -$12.9K 0.96% 34
2022
Q1 		$817K Buy
+16,449
New +$772K 0.79% 34

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

Simplicity Wealth's WMT Position: Q2 2026 in Review

Simplicity Wealth increased its Walmart Inc (WMT) stake by 272% in Q2 2026, buying an estimated $16.7M and bringing the position to 184,119 shares worth $20.9M. The position accounts for 0.7% of the portfolio, ranked #23.

Simplicity Wealth first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Simplicity Wealth held 184,119 shares of Walmart Inc worth $20.9M as of Q2 2026.
  • Simplicity Wealth bought 134,621 Walmart Inc shares in Q2 2026, an estimated $16.7M.
  • Walmart Inc made up 0.7% of Simplicity Wealth's portfolio in Q2 2026, its #23 holding.
  • Simplicity Wealth first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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