TriaGen Wealth Management’s Walmart Inc WMT Stock Holding History

TriaGen 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	$393K	Hold	3,472	–	–	0.1%	145
2026 Q1	$432K	Hold	3,472	–	–	0.12%	127
2025 Q4	$387K	Sell	3,472 -18,819	-84%	-$2.02M	0.1%	135
2025 Q3	$2.3M	Sell	22,291 -1,142	-5%	-$114K	0.6%	52
2025 Q2	$2.29M	Buy	23,433 +19,841	+552%	+$1.89M	0.69%	40
2025 Q1	$315K	Buy	3,592 +114	+3%	+$10.7K	0.11%	135
2024 Q4	$314K	Sell	3,478 -872	-20%	-$75.7K	0.11%	136
2024 Q3	$351K	Hold	4,350	–	–	0.12%	130
2024 Q2	$295K	Hold	4,350	–	–	0.11%	138
2024 Q1	$262K	Hold	4,350	–	–	0.11%	143
2023 Q4	$229K	Buy	4,350 +81	+2%	+$4.29K	0.11%	144
2023 Q3	$228K	Hold	4,269	–	–	0.12%	137
2023 Q2	$224K	Hold	4,269	–	–	0.1%	156
2023 Q1	$210K	Buy	+4,269	New	+$203K	0.11%	153
2022 Q2	–	Sell	-4,221	Closed	-$210K	–	197
2022 Q1	$210K	Hold	4,221	–	–	0.11%	160
2021 Q4	$204K	Buy	+4,221	New	+$202K	0.1%	178
2021 Q3	–	Sell	-4,221	Closed	-$201K	–	199
2021 Q2	$201K	Buy	+4,221	New	+$197K	0.1%	183

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

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

TriaGen Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 3,472 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #145.

TriaGen Wealth Management first reported a position in WMT in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.3M in Q3 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

TriaGen Wealth Management held 3,472 shares of Walmart Inc worth $393K as of Q2 2026.
TriaGen Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.1% of TriaGen Wealth Management's portfolio in Q2 2026, its #145 holding.
TriaGen Wealth Management first reported a position in Walmart Inc in Q2 2021 and has held it in 17 quarters since.
TriaGen Wealth Management's Walmart Inc position peaked at $2.3M in Q3 2025.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.