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Tower View Wealth Management’s Walmart Inc WMT Stock Holding History

Tower View 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 		$1.34M Buy
11,818
+411
+4% +$51K 0.59% 41
2026
Q1 		$1.42M Buy
11,407
+2,266
+25% +$278K 0.73% 40
2025
Q4 		$1.02M Buy
9,141
+7,899
+636% +$848K 0.5% 44
2025
Q3 		$128K Sell
1,242
-143
-10% -$14.2K 0.07% 64
2025
Q2 		$135K Buy
1,385
+7
+0.5% +$667 0.07% 73
2025
Q1 		$121K Buy
1,378
+3
+0.2% +$281 0.07% 59
2024
Q4 		$124K Hold
1,375
– – 0.07% 65
2024
Q3 		$111K Hold
1,375
– – 0.06% 67
2024
Q2 		$93.1K Sell
1,375
-1
-0.1% -$63 0.05% 67
2024
Q1 		$82.8K Sell
1,376
-28
-2% -$1.6K 0.05% 73
2023
Q4 		$74K Hold
1,404
– – 0.05% 70
2023
Q3 		$75K Buy
1,404
+1,260
+875% +$67K 0.05% 68
2023
Q2 		$8K Buy
+144
New +$7.26K 0.01% 128
2022
Q2 		– Sell
-65,088
Closed -$3.23M – 202
2022
Q1 		$3.23M Sell
65,088
-1,134
-2% -$53.2K 1.74% 26
2021
Q4 		$3.19M Sell
66,222
-708
-1% -$33.8K 1.63% 29
2021
Q3 		$3.11M Buy
66,930
+444
+0.7% +$21.4K 1.73% 28
2021
Q2 		$3.13M Buy
66,486
+1,350
+2% +$62.9K 1.58% 30
2021
Q1 		$2.95M Buy
65,136
+3,834
+6% +$178K 1.61% 28
2020
Q4 		$2.95M Buy
61,302
+2,091
+4% +$102K 1.67% 28
2020
Q3 		$2.76M Buy
59,211
+5,718
+11% +$254K 1.8% 26
2020
Q2 		$2.14M Buy
53,493
+12,633
+31% +$520K 1.56% 31
2020
Q1 		$1.55M Buy
40,860
+36,840
+916% +$1.42M 1.4% 36
2019
Q4 		$159K Buy
4,020
+2,445
+155% +$97.1K 0.12% 66
2019
Q3 		$62K Buy
+1,575
New +$59.4K 0.05% 78
2018
Q1 		– Sell
-60
Closed -$2K – 149
2017
Q4 		$2K Buy
+60
New +$1.84K ﹤0.01% 140

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

Tower View Wealth Management's WMT Position: Q2 2026 in Review

Tower View Wealth Management increased its Walmart Inc (WMT) stake by 3.6% in Q2 2026, buying an estimated $51K and bringing the position to 11,818 shares worth $1.34M. The position accounts for 0.59% of the portfolio, ranked #41.

Tower View Wealth Management first reported a position in WMT in Q4 2017 and has held it in 25 quarters since. The position peaked at $3.23M in Q1 2022. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Tower View Wealth Management held 11,818 shares of Walmart Inc worth $1.34M as of Q2 2026.
  • Tower View Wealth Management bought 411 Walmart Inc shares in Q2 2026, an estimated $51K.
  • Walmart Inc made up 0.59% of Tower View Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Tower View Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 25 quarters since.
  • Tower View Wealth Management's Walmart Inc position peaked at $3.23M in Q1 2022.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.