Sweeney & Michel’s Walmart Inc WMT Stock Holding History

Sweeney & Michel’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	$911K	Buy	8,141 +219	+3%	+$27.2K	0.24%	66
2026 Q1	$987K	Buy	7,922 +2	+0%	+$246	0.29%	59
2025 Q4	$1.02M	Buy	7,920 +103	+1%	+$11.1K	0.3%	57
2025 Q3	$796K	Buy	7,817 +11	+0.1%	+$1.09K	0.27%	63
2025 Q2	$737K	Buy	7,806 +11	+0.1%	+$1.05K	0.26%	64
2025 Q1	$638K	Buy	+7,795	New	+$731K	0.28%	63
2024 Q3	$608K	Buy	7,472 +324	+5%	+$23.8K	0.24%	65
2024 Q2	$500K	Buy	7,148 +14	+0.2%	+$882	0.21%	65
2024 Q1	$427K	Buy	+7,134	New	+$408K	0.19%	77
2023 Q3	$384K	Buy	7,017 +12	+0.2%	+$639	0.2%	74
2023 Q2	$375K	Hold	7,005	–	–	0.19%	79
2023 Q1	$350K	Buy	+7,005	New	+$332K	0.19%	83

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sweeney & Michel's WMT Position: Q2 2026 in Review

Sweeney & Michel increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $27.2K and bringing the position to 8,141 shares worth $911K. The position accounts for 0.24% of the portfolio, ranked #66.

Sweeney & Michel first reported a position in WMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sweeney & Michel held 8,141 shares of Walmart Inc worth $911K as of Q2 2026.
Sweeney & Michel bought 219 Walmart Inc shares in Q2 2026, an estimated $27.2K.
Walmart Inc made up 0.24% of Sweeney & Michel's portfolio in Q2 2026, its #66 holding.
Sweeney & Michel first reported a position in Walmart Inc in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Walmart Inc position peaked at $1.02M in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.