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Strait & Sound Wealth Management’s Walmart Inc WMT Stock Holding History

Strait & Sound 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 		$2.86M Sell
25,272
-171
-0.7% -$21.2K 1% 22
2026
Q1 		$3.16M Buy
25,443
+84
+0.3% +$10.3K 1.18% 19
2025
Q4 		$2.83M Sell
25,359
-361
-1% -$38.8K 1.05% 22
2025
Q3 		$2.65M Sell
25,720
-75
-0.3% -$7.47K 1.02% 23
2025
Q2 		$2.52M Sell
25,795
-81
-0.3% -$7.72K 1.07% 21
2025
Q1 		$2.27M Buy
25,876
+6,990
+37% +$656K 1.06% 21
2024
Q4 		$1.71M Buy
18,886
+235
+1% +$20.4K 0.79% 23
2024
Q3 		$1.51M Buy
18,651
+1,068
+6% +$78.4K 0.73% 25
2024
Q2 		$1.19M Buy
17,583
+426
+2% +$26.8K 0.61% 29
2024
Q1 		$1.03M Sell
17,157
-441
-3% -$25.2K 0.58% 31
2023
Q4 		$945K Sell
17,598
-132
-0.7% -$6.98K 0.59% 34
2023
Q3 		$945K Buy
17,730
+36
+0.2% +$1.92K 0.81% 29
2023
Q2 		$927K Sell
17,694
-3,402
-16% -$172K 0.92% 26
2023
Q1 		$1.04M Hold
21,096
– – 1.03% 19
2022
Q4 		$1.02M Buy
+21,096
New +$1M 1.11% 21

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

Strait & Sound Wealth Management's WMT Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Walmart Inc (WMT) stake by 0.67% in Q2 2026, selling an estimated $21.2K and leaving 25,272 shares worth $2.86M. The position accounts for 1% of the portfolio, ranked #22.

Strait & Sound Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.16M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strait & Sound Wealth Management held 25,272 shares of Walmart Inc worth $2.86M as of Q2 2026.
  • Strait & Sound Wealth Management sold 171 Walmart Inc shares in Q2 2026, an estimated $21.2K.
  • Walmart Inc made up 1% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Strait & Sound Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Walmart Inc position peaked at $3.16M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.