Towercrest Capital Management’s Walmart Inc WMT Stock Holding History

Towercrest Capital 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	$499K	Buy	4,403 +50	+1%	+$6.21K	0.07%	69
2026 Q1	$541K	Buy	4,353 +197	+5%	+$24.2K	0.08%	68
2025 Q4	$463K	Hold	4,156	–	–	0.07%	71
2025 Q3	$428K	Buy	4,156 +252	+6%	+$25.1K	0.07%	73
2025 Q2	$382K	Hold	3,904	–	–	0.07%	71
2025 Q1	$343K	Sell	3,904 -6	-0.2%	-$563	0.07%	73
2024 Q4	$353K	Sell	3,910 -100	-2%	-$8.68K	0.06%	82
2024 Q3	$324K	Hold	4,010	–	–	0.05%	86
2024 Q2	$272K	Hold	4,010	–	–	0.04%	97
2024 Q1	$241K	Sell	4,010 -25	-0.6%	-$1.43K	0.04%	99
2023 Q4	$212K	Buy	4,035 +78	+2%	+$4.13K	0.04%	102
2023 Q3	$211K	Buy	3,957 +6	+0.2%	+$319	0.04%	101
2023 Q2	$207K	Buy	+3,951	New	+$199K	0.04%	104

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Towercrest Capital Management's WMT Position: Q2 2026 in Review

Towercrest Capital Management increased its Walmart Inc (WMT) stake by 1.1% in Q2 2026, buying an estimated $6.21K and bringing the position to 4,403 shares worth $499K. The position accounts for 0.07% of the portfolio, ranked #69.

Towercrest Capital Management first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $541K in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Towercrest Capital Management held 4,403 shares of Walmart Inc worth $499K as of Q2 2026.
Towercrest Capital Management bought 50 Walmart Inc shares in Q2 2026, an estimated $6.21K.
Walmart Inc made up 0.07% of Towercrest Capital Management's portfolio in Q2 2026, its #69 holding.
Towercrest Capital Management first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Towercrest Capital Management's Walmart Inc position peaked at $541K in Q1 2026.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.