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Stamos Capital Partners’s Walmart Inc WMT Stock Holding History

Stamos Capital Partners’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 		$3.24M Buy
28,647
+6,615
+30% +$821K 0.5% 74
2026
Q1 		$2.74M Sell
22,032
-2,858
-11% -$351K 0.43% 75
2025
Q4 		$2.77M Buy
24,890
+12,862
+107% +$1.38M 0.45% 70
2025
Q3 		$1.24M Buy
12,028
+4,943
+70% +$492K 0.23% 101
2025
Q2 		$693K Buy
7,085
+1,353
+24% +$129K 0.12% 134
2025
Q1 		$503K Buy
+5,732
New +$538K 0.13% 123

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

Stamos Capital Partners's WMT Position: Q2 2026 in Review

Stamos Capital Partners increased its Walmart Inc (WMT) stake by 30% in Q2 2026, buying an estimated $821K and bringing the position to 28,647 shares worth $3.24M. The position accounts for 0.5% of the portfolio, ranked #74.

Stamos Capital Partners first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Stamos Capital Partners held 28,647 shares of Walmart Inc worth $3.24M as of Q2 2026.
  • Stamos Capital Partners bought 6,615 Walmart Inc shares in Q2 2026, an estimated $821K.
  • Walmart Inc made up 0.5% of Stamos Capital Partners's portfolio in Q2 2026, its #74 holding.
  • Stamos Capital Partners first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.