Tumwater Wealth Management’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$367K Hold
3,240
0.13% 24
2026
Q1
$403K Hold
3,240
0.16% 22
2025
Q4
$361K Hold
3,240
0.15% 26
2025
Q3
$334K Hold
3,240
0.15% 24
2025
Q2
$317K Hold
3,240
0.15% 26
2025
Q1
$284K Hold
3,240
0.15% 26
2024
Q4
$293K Buy
+3,240
New +$281K 0.15% 25

Other funds holding WMT

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

Tumwater Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 3,240 shares worth $367K. The position accounts for 0.13% of the portfolio, ranked #24.

Tumwater Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Tumwater Wealth Management held 3,240 shares of Walmart Inc worth $367K as of Q2 2026.
  • Tumwater Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.13% of Tumwater Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Tumwater Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Tumwater Wealth Management's Walmart Inc position peaked at $403K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.