TAM
WMT icon

Tucker Asset Management’s Walmart Inc WMT Stock Holding History

Tucker Asset 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 		$231K Sell
2,036
-118
-5% -$14.6K 0.06% 151
2026
Q1 		$268K Buy
2,154
+1,583
+277% +$194K 0.08% 97
2025
Q4 		$63.6K Buy
+571
New +$61.3K 0.02% 260
2025
Q1 		– Sell
-1,272
Closed -$115K – 945
2024
Q4 		$115K Buy
1,272
+596
+88% +$51.7K 0.01% 220
2024
Q3 		$54.6K Sell
676
-1,688
-71% -$124K 0.01% 321
2024
Q2 		$160K Buy
2,364
+126
+6% +$7.93K 0.03% 184
2024
Q1 		$135K Buy
2,238
+420
+23% +$24K 0.03% 224
2023
Q4 		$95.5K Sell
1,818
-33
-2% -$1.75K 0.02% 224
2023
Q3 		$98.7K Sell
1,851
-273
-13% -$14.5K 0.03% 218
2023
Q2 		$111K Buy
2,124
+177
+9% +$8.93K 0.03% 161
2023
Q1 		$95.7K Buy
1,947
+990
+103% +$47K 0.03% 149
2022
Q4 		$45.3K Buy
957
+261
+38% +$12.4K 0.01% 153
2022
Q3 		$33K Sell
696
-282
-29% -$12.4K 0.01% 177
2022
Q2 		$39.6K Sell
978
-141
-13% -$6.5K 0.01% 109
2022
Q1 		$55.5K Buy
1,119
+90
+9% +$4.22K 0.02% 88
2021
Q4 		$49.1K Sell
1,029
-393
-28% -$18.8K 0.02% 90
2021
Q3 		$70.8K Buy
1,422
+822
+137% +$39.6K 0.03% 59
2021
Q2 		$28.2K Hold
600
– – 0.01% 107
2021
Q1 		$27.2K Sell
600
-528
-47% -$24.5K 0.01% 112
2020
Q4 		$54.2K Buy
+1,128
New +$54.8K 0.03% 58

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

Tucker Asset Management's WMT Position: Q2 2026 in Review

Tucker Asset Management reduced its Walmart Inc (WMT) stake by 5.5% in Q2 2026, selling an estimated $14.6K and leaving 2,036 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #151.

Tucker Asset Management first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $268K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Tucker Asset Management held 2,036 shares of Walmart Inc worth $231K as of Q2 2026.
  • Tucker Asset Management sold 118 Walmart Inc shares in Q2 2026, an estimated $14.6K.
  • Walmart Inc made up 0.06% of Tucker Asset Management's portfolio in Q2 2026, its #151 holding.
  • Tucker Asset Management first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • Tucker Asset Management's Walmart Inc position peaked at $268K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.