STALEY CAPITAL ADVISERS’s Walmart Inc WMT Stock Holding History

STALEY CAPITAL ADVISERS’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	$394K	Hold	3,477	–	–	0.02%	146
2026 Q1	$432K	Hold	3,477	–	–	0.02%	138
2025 Q4	$387K	Hold	3,477	–	–	0.02%	147
2025 Q3	$358K	Hold	3,477	–	–	0.01%	156
2025 Q2	$340K	Hold	3,477	–	–	0.01%	153
2025 Q1	$305K	Hold	3,477	–	–	0.01%	157
2024 Q4	$314K	Hold	3,477	–	–	0.01%	153
2024 Q3	$281K	Hold	3,477	–	–	0.01%	161
2024 Q2	$235K	Sell	3,477 -90	-3%	-$5.67K	0.01%	164
2024 Q1	$215K	Buy	+3,567	New	+$204K	0.01%	170
2023 Q2	–	Sell	-256,968	Closed	-$12.6M	–	184
2023 Q1	$12.6M	Sell	256,968 -5,250	-2%	-$249K	0.71%	36
2022 Q4	$12.4M	Sell	262,218 -9,099	-3%	-$432K	0.74%	36
2022 Q3	$11.7M	Buy	271,317 +585	+0.2%	+$25.6K	0.75%	36
2022 Q2	$11M	Sell	270,732 -18,090	-6%	-$834K	0.65%	38
2022 Q1	$14.3M	Buy	288,822 +309	+0.1%	+$14.5K	0.72%	34
2021 Q4	$13.9M	Sell	288,513 -3,000	-1%	-$143K	0.66%	35
2021 Q3	$13.5M	Buy	291,513 +11,550	+4%	+$556K	0.73%	35
2021 Q2	$13.2M	Buy	279,963 +60,444	+28%	+$2.82M	0.69%	36
2021 Q1	$9.94M	Buy	219,519 +214,020	+3,892%	+$9.91M	0.55%	43
2020 Q4	$264K	Hold	5,499	–	–	0.02%	154
2020 Q3	$256K	Hold	5,499	–	–	0.02%	142
2020 Q2	$220K	Buy	+5,499	New	+$226K	0.02%	143

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

STALEY CAPITAL ADVISERS's WMT Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS held its Walmart Inc (WMT) position steady in Q2 2026 at 3,477 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #146.

STALEY CAPITAL ADVISERS first reported a position in WMT in Q2 2020 and has held it in 22 quarters since. The position peaked at $14.3M in Q1 2022. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

STALEY CAPITAL ADVISERS held 3,477 shares of Walmart Inc worth $394K as of Q2 2026.
STALEY CAPITAL ADVISERS left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #146 holding.
STALEY CAPITAL ADVISERS first reported a position in Walmart Inc in Q2 2020 and has held it in 22 quarters since.
STALEY CAPITAL ADVISERS's Walmart Inc position peaked at $14.3M in Q1 2022.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.