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Tempus Wealth Planning’s Walmart Inc WMT Stock Holding History

Tempus Wealth Planning’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 		$2.98M Sell
26,325
-845
-3% -$105K 0.58% 40
2026
Q1 		$3.38M Buy
27,170
+1,152
+4% +$141K 0.78% 28
2025
Q4 		$2.9M Buy
26,018
+59
+0.2% +$6.33K 0.66% 34
2025
Q3 		$2.68M Buy
25,959
+914
+4% +$91K 0.61% 34
2025
Q2 		$2.45M Buy
25,045
+84
+0.3% +$8K 0.61% 42
2025
Q1 		$2.19M Buy
24,961
+472
+2% +$44.3K 0.65% 42
2024
Q4 		$2.21M Buy
24,489
+428
+2% +$37.1K 0.68% 39
2024
Q3 		$1.94M Buy
24,061
+233
+1% +$17.1K 0.71% 36
2024
Q2 		$1.61M Buy
23,828
+895
+4% +$56.4K 0.67% 36
2024
Q1 		$1.38M Buy
22,933
+316
+1% +$18.1K 0.61% 41
2023
Q4 		$1.19M Buy
22,617
+33
+0.1% +$1.75K 0.52% 59
2023
Q3 		$1.2M Buy
22,584
+93
+0.4% +$4.95K 0.6% 38
2023
Q2 		$1.18M Buy
22,491
+804
+4% +$40.6K 0.53% 53
2023
Q1 		$1.07M Sell
21,687
-36
-0.2% -$1.71K 0.52% 51
2022
Q4 		$1.03M Buy
21,723
+84
+0.4% +$3.99K 0.62% 46
2022
Q3 		$936K Buy
21,639
+963
+5% +$42.2K 0.62% 44
2022
Q2 		$838K Hold
20,676
– – 0.69% 42
2022
Q1 		$1.03M Sell
20,676
-3,450
-14% -$162K 0.73% 39
2021
Q4 		$1.16M Buy
24,126
+2,745
+13% +$131K 0.63% 42
2021
Q3 		$993K Buy
21,381
+1,455
+7% +$70.1K 0.56% 51
2021
Q2 		$937K Buy
+19,926
New +$928K 0.62% 47
2021
Q1 		– Sell
-4,644
Closed -$223K – 105
2020
Q4 		$223K Hold
4,644
– – 0.29% 68
2020
Q3 		$217K Buy
+4,644
New +$206K 0.31% 66

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

Tempus Wealth Planning's WMT Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Walmart Inc (WMT) stake by 3.1% in Q2 2026, selling an estimated $105K and leaving 26,325 shares worth $2.98M. The position accounts for 0.58% of the portfolio, ranked #40.

Tempus Wealth Planning first reported a position in WMT in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.38M in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Tempus Wealth Planning held 26,325 shares of Walmart Inc worth $2.98M as of Q2 2026.
  • Tempus Wealth Planning sold 845 Walmart Inc shares in Q2 2026, an estimated $105K.
  • Walmart Inc made up 0.58% of Tempus Wealth Planning's portfolio in Q2 2026, its #40 holding.
  • Tempus Wealth Planning first reported a position in Walmart Inc in Q3 2020 and has held it in 23 quarters since.
  • Tempus Wealth Planning's Walmart Inc position peaked at $3.38M in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.