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Stone House Investment Management’s Walmart Inc WMT Stock Holding History

Stone House Investment 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 		$301K Sell
2,661
-1
-0% -$124 0.04% 67
2026
Q1 		$331K Buy
2,662
+1
+0% +$123 0.06% 54
2025
Q4 		$296K Buy
2,661
+552
+26% +$59.3K 0.05% 59
2025
Q3 		$217K Buy
2,109
+15
+0.7% +$1.49K 0.04% 75
2025
Q2 		$205K Buy
2,094
+3
+0.1% +$286 0.04% 67
2025
Q1 		$184K Buy
+2,091
New +$196K 0.04% 63
2024
Q4 		– Sell
-1,968
Closed -$159K – 359
2024
Q3 		$159K Buy
1,968
+1
+0.1% +$73 0.03% 56
2024
Q2 		$133K Buy
1,967
+1,312
+200% +$82.6K 0.03% 64
2024
Q1 		$39.4K Buy
655
+34
+5% +$1.94K 0.01% 144
2023
Q4 		$32.7K Hold
621
– – 0.01% 100
2023
Q3 		$33.2K Hold
621
– – 0.01% 94
2023
Q2 		$32.5K Buy
621
+6
+1% +$303 0.01% 92
2023
Q1 		$30.2K Buy
+615
New +$29.2K 0.01% 106
2019
Q2 		– Sell
-1,155
Closed -$38K – 205
2019
Q1 		$38K Buy
+1,155
New +$37.4K 0.02% 105

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

Stone House Investment Management's WMT Position: Q2 2026 in Review

Stone House Investment Management reduced its Walmart Inc (WMT) stake by 0.04% in Q2 2026, selling an estimated $124 and leaving 2,661 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #67.

Stone House Investment Management first reported a position in WMT in Q1 2019 and has held it in 14 quarters since. The position peaked at $331K in Q1 2026. 4,426 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Stone House Investment Management held 2,661 shares of Walmart Inc worth $301K as of Q2 2026.
  • Stone House Investment Management sold 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.04% of Stone House Investment Management's portfolio in Q2 2026, its #67 holding.
  • Stone House Investment Management first reported a position in Walmart Inc in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's Walmart Inc position peaked at $331K in Q1 2026.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.