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

Stockman 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 		$268K Sell
2,366
-251
-10% -$31.2K 0.03% 155
2026
Q1 		$325K Buy
2,617
+56
+2% +$6.88K 0.04% 132
2025
Q4 		$285K Buy
2,561
+87
+4% +$9.34K 0.03% 143
2025
Q3 		$255K Sell
2,474
-56
-2% -$5.58K 0.03% 154
2025
Q2 		$247K Buy
2,530
+206
+9% +$19.6K 0.03% 150
2025
Q1 		$204K Buy
2,324
+54
+2% +$5.07K 0.03% 160
2024
Q4 		$205K Buy
+2,270
New +$197K 0.03% 159
2016
Q3 		– Sell
-89,334
Closed -$2.17M – 130
2016
Q2 		$2.17M Sell
89,334
-1,224
-1% -$28.3K 1.7% 28
2016
Q1 		$2.07M Sell
90,558
-3,702
-4% -$81.2K 1.64% 25
2015
Q4 		$1.93M Buy
94,260
+23,394
+33% +$469K 1.56% 28
2015
Q3 		$1.53M Buy
70,866
+4,938
+7% +$113K 1.32% 33
2015
Q2 		$1.56M Buy
65,928
+7,431
+13% +$189K 1.33% 36
2015
Q1 		$1.6M Buy
58,497
+2,988
+5% +$84.8K 1.37% 31
2014
Q4 		$1.59M Buy
+55,509
New +$1.5M 1.36% 33

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 $3.38T AUM 44.17% 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

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

Stockman Wealth Management reduced its Walmart Inc (WMT) stake by 9.6% in Q2 2026, selling an estimated $31.2K and leaving 2,366 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #155.

Stockman Wealth Management first reported a position in WMT in Q4 2014 and has held it in 14 quarters since. The position peaked at $2.17M in Q2 2016. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Stockman Wealth Management held 2,366 shares of Walmart Inc worth $268K as of Q2 2026.
  • Stockman Wealth Management sold 251 Walmart Inc shares in Q2 2026, an estimated $31.2K.
  • Walmart Inc made up 0.03% of Stockman Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Stockman Wealth Management first reported a position in Walmart Inc in Q4 2014 and has held it in 14 quarters since.
  • Stockman Wealth Management's Walmart Inc position peaked at $2.17M in Q2 2016.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.