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Talisman Wealth Advisors’s Walmart Inc WMT Stock Holding History

Talisman Wealth Advisors’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 		$403K Buy
3,560
+1,558
+78% +$193K 0.3% 70
2026
Q1 		$249K Sell
2,002
-1,541
-43% -$189K 0.2% 85
2025
Q4 		$396K Sell
3,543
-40
-1% -$4.29K 0.31% 65
2025
Q3 		$369K Buy
3,583
+4
+0.1% +$398 0.31% 70
2025
Q2 		$350K Buy
3,579
+145
+4% +$13.8K 0.32% 71
2025
Q1 		$301K Sell
3,434
-32
-0.9% -$3K 0.31% 74
2024
Q4 		$313K Sell
3,466
-150
-4% -$13K 0.33% 70
2024
Q3 		$290K Hold
3,616
– – 0.31% 74
2024
Q2 		$245K Buy
3,616
+242
+7% +$15.2K 0.28% 83
2024
Q1 		$203K Buy
+3,374
New +$193K 0.26% 89

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

Talisman Wealth Advisors's WMT Position: Q2 2026 in Review

Talisman Wealth Advisors increased its Walmart Inc (WMT) stake by 78% in Q2 2026, buying an estimated $193K and bringing the position to 3,560 shares worth $403K. The position accounts for 0.3% of the portfolio, ranked #70.

Talisman Wealth Advisors first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Talisman Wealth Advisors held 3,560 shares of Walmart Inc worth $403K as of Q2 2026.
  • Talisman Wealth Advisors bought 1,558 Walmart Inc shares in Q2 2026, an estimated $193K.
  • Walmart Inc made up 0.3% of Talisman Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Talisman Wealth Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.