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Strategic Wealth Investment Group’s Walmart Inc WMT Stock Holding History

Strategic Wealth Investment Group’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 		$473K Sell
4,179
-156
-4% -$19.4K 0.06% 83
2026
Q1 		$539K Sell
4,335
-615
-12% -$75.5K 0.07% 70
2025
Q4 		$551K Sell
4,950
-2,217
-31% -$238K 0.07% 71
2025
Q3 		$739K Buy
+7,167
New +$713K 0.06% 71
2025
Q1 		– Sell
-9,665
Closed -$873K – 129
2024
Q4 		$873K Buy
9,665
+225
+2% +$19.5K 0.1% 76
2024
Q3 		$767K Sell
9,440
-333
-3% -$24.5K 0.08% 85
2024
Q2 		$659K Buy
+9,773
New +$615K 0.08% 86
2023
Q4 		$579K Buy
11,010
+2,955
+37% +$156K 0.09% 73
2023
Q3 		$429K Buy
8,055
+42
+0.5% +$2.23K 0.08% 76
2023
Q2 		$420K Buy
8,013
+1,284
+19% +$64.8K 0.07% 91
2023
Q1 		$331K Sell
6,729
-489
-7% -$23.2K 0.06% 101
2022
Q4 		$339K Sell
7,218
-174
-2% -$8.26K 0.08% 90
2022
Q3 		$320K Buy
7,392
+1,347
+22% +$59K 0.09% 79
2022
Q2 		$245K Sell
6,045
-987
-14% -$45.5K 0.06% 118
2022
Q1 		$349K Buy
7,032
+705
+11% +$33.1K 0.08% 71
2021
Q4 		$305K Buy
+6,327
New +$302K 0.08% 70

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

Strategic Wealth Investment Group's WMT Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Walmart Inc (WMT) stake by 3.6% in Q2 2026, selling an estimated $19.4K and leaving 4,179 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #83.

Strategic Wealth Investment Group first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $873K in Q4 2024. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strategic Wealth Investment Group held 4,179 shares of Walmart Inc worth $473K as of Q2 2026.
  • Strategic Wealth Investment Group sold 156 Walmart Inc shares in Q2 2026, an estimated $19.4K.
  • Walmart Inc made up 0.06% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #83 holding.
  • Strategic Wealth Investment Group first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
  • Strategic Wealth Investment Group's Walmart Inc position peaked at $873K in Q4 2024.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.