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Tortuga Wealth Management’s Walmart Inc WMT Stock Holding History

Tortuga Wealth Management’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 		$207K Buy
1,828
+121
+7% +$15K 0.16% 131
2026
Q1 		$212K Buy
+1,707
New +$210K 0.2% 108

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

Tortuga Wealth Management's WMT Position: Q2 2026 in Review

Tortuga Wealth Management increased its Walmart Inc (WMT) stake by 7.1% in Q2 2026, buying an estimated $15K and bringing the position to 1,828 shares worth $207K. The position accounts for 0.16% of the portfolio, ranked #131.

Tortuga Wealth Management first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $212K in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Tortuga Wealth Management held 1,828 shares of Walmart Inc worth $207K as of Q2 2026.
  • Tortuga Wealth Management bought 121 Walmart Inc shares in Q2 2026, an estimated $15K.
  • Walmart Inc made up 0.16% of Tortuga Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Tortuga Wealth Management first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Walmart Inc position peaked at $212K in Q1 2026.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.