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Union Savings Bank’s Walmart Inc WMT Stock Holding History

Union Savings Bank’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 		$110K Hold
973
– – 0.04% 170
2026
Q1 		$121K Hold
973
– – 0.05% 160
2025
Q4 		$108K Buy
+973
New +$104K 0.05% 175
2025
Q2 		$95.3K Hold
973
– – 0.04% 179
2025
Q1 		$85.4K Hold
973
– – 0.04% 192
2024
Q4 		$87.9K Hold
973
– – 0.04% 185
2024
Q3 		$78.6K Buy
973
+100
+11% +$7.34K 0.04% 198
2024
Q2 		$59.1K Buy
873
+180
+26% +$11.3K 0.03% 209
2024
Q1 		$41.7K Hold
693
– – 0.02% 222
2023
Q4 		$36.4K Hold
693
– – 0.02% 229
2023
Q3 		$36.9K Hold
693
– – 0.02% 224
2023
Q2 		$36.9K Buy
+693
New +$35K 0.02% 223

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

Union Savings Bank's WMT Position: Q2 2026 in Review

Union Savings Bank held its Walmart Inc (WMT) position steady in Q2 2026 at 973 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #170.

Union Savings Bank first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $121K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Union Savings Bank held 973 shares of Walmart Inc worth $110K as of Q2 2026.
  • Union Savings Bank left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.04% of Union Savings Bank's portfolio in Q2 2026, its #170 holding.
  • Union Savings Bank first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
  • Union Savings Bank's Walmart Inc position peaked at $121K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.