SMART Wealth’s Walmart Inc WMT Stock Holding History

SMART 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	$415K	Sell	3,668 -699	-16%	-$86.8K	0.09%	167
2026 Q1	$543K	Sell	4,367 -523	-11%	-$64.2K	0.16%	127
2025 Q4	$545K	Sell	4,890 -215	-4%	-$23.1K	0.17%	110
2025 Q3	$526K	Sell	5,105 -14,386	-74%	-$1.43M	0.2%	87
2025 Q2	$1.91M	Sell	19,491 -2,461	-11%	-$234K	0.6%	58
2025 Q1	$1.93M	Sell	21,952 -202	-0.9%	-$18.9K	0.69%	44
2024 Q4	$2M	Buy	22,154 +19,118	+630%	+$1.66M	0.71%	46
2024 Q3	$245K	Buy	3,036 +45	+2%	+$3.31K	0.1%	121
2024 Q2	$203K	Buy	+2,991	New	+$188K	0.08%	121

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

SMART Wealth's WMT Position: Q2 2026 in Review

SMART Wealth reduced its Walmart Inc (WMT) stake by 16% in Q2 2026, selling an estimated $86.8K and leaving 3,668 shares worth $415K. The position accounts for 0.09% of the portfolio, ranked #167.

SMART Wealth first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2M in Q4 2024. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SMART Wealth held 3,668 shares of Walmart Inc worth $415K as of Q2 2026.
SMART Wealth sold 699 Walmart Inc shares in Q2 2026, an estimated $86.8K.
Walmart Inc made up 0.09% of SMART Wealth's portfolio in Q2 2026, its #167 holding.
SMART Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
SMART Wealth's Walmart Inc position peaked at $2M in Q4 2024.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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