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TKG Advisors’s Walmart Inc WMT Stock Holding History

TKG 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 		$2.53M Buy
22,325
+935
+4% +$116K 0.88% 40
2026
Q1 		$2.66M Sell
21,390
-4,636
-18% -$569K 1.1% 33
2025
Q4 		$2.9M Buy
26,026
+136
+0.5% +$14.6K 1.17% 30
2025
Q3 		$2.67M Buy
25,890
+740
+3% +$73.7K 1.14% 31
2025
Q2 		$2.46M Buy
25,150
+13,344
+113% +$1.27M 1.1% 29
2025
Q1 		$1.04M Buy
+11,806
New +$1.11M 0.51% 46
2022
Q3 		– Sell
-22,551
Closed -$914K – 84
2022
Q2 		$914K Buy
22,551
+6,192
+38% +$286K 0.79% 39
2022
Q1 		$812K Sell
16,359
-411
-2% -$19.3K 0.65% 49
2021
Q4 		$809K Buy
+16,770
New +$801K 0.64% 55

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

TKG Advisors's WMT Position: Q2 2026 in Review

TKG Advisors increased its Walmart Inc (WMT) stake by 4.4% in Q2 2026, buying an estimated $116K and bringing the position to 22,325 shares worth $2.53M. The position accounts for 0.88% of the portfolio, ranked #40.

TKG Advisors first reported a position in WMT in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.9M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • TKG Advisors held 22,325 shares of Walmart Inc worth $2.53M as of Q2 2026.
  • TKG Advisors bought 935 Walmart Inc shares in Q2 2026, an estimated $116K.
  • Walmart Inc made up 0.88% of TKG Advisors's portfolio in Q2 2026, its #40 holding.
  • TKG Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 9 quarters since.
  • TKG Advisors's Walmart Inc position peaked at $2.9M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.