Vance Wealth’s Walmart Inc WMT Stock Holding History

Vance Wealth’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	$493K	Buy	4,357 +174	+4%	+$21.6K	0.11%	80
2026 Q1	$521K	Buy	4,183 +101	+2%	+$12.4K	0.15%	72
2025 Q4	$456K	Sell	4,082 -478	-10%	-$51.3K	0.14%	71
2025 Q3	$470K	Buy	4,560 +131	+3%	+$13K	0.14%	72
2025 Q2	$433K	Buy	4,429 +146	+3%	+$13.9K	0.15%	73
2025 Q1	$376K	Buy	4,283 +235	+6%	+$22K	0.14%	76
2024 Q4	$366K	Sell	4,048 -714	-15%	-$62K	0.14%	69
2024 Q3	$385K	Buy	4,762 +176	+4%	+$12.9K	0.15%	68
2024 Q2	$311K	Sell	4,586 -64	-1%	-$4.03K	0.13%	71
2024 Q1	$280K	Buy	4,650 +552	+13%	+$31.6K	0.11%	77
2023 Q4	$215K	Buy	4,098 +18	+0.4%	+$952	0.09%	77
2023 Q3	$218K	Hold	4,080	–	–	0.1%	76
2023 Q2	$214K	Hold	4,080	–	–	0.1%	76
2023 Q1	$201K	Buy	+4,080	New	+$194K	0.11%	70
2022 Q2	–	Sell	-4,098	Closed	-$203K	–	68
2022 Q1	$203K	Buy	+4,098	New	+$192K	0.26%	55

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

Vance Wealth's WMT Position: Q2 2026 in Review

Vance Wealth increased its Walmart Inc (WMT) stake by 4.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 4,357 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #80.

Vance Wealth first reported a position in WMT in Q1 2022 and has held it in 15 quarters since. The position peaked at $521K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Vance Wealth held 4,357 shares of Walmart Inc worth $493K as of Q2 2026.
Vance Wealth bought 174 Walmart Inc shares in Q2 2026, an estimated $21.6K.
Walmart Inc made up 0.11% of Vance Wealth's portfolio in Q2 2026, its #80 holding.
Vance Wealth first reported a position in Walmart Inc in Q1 2022 and has held it in 15 quarters since.
Vance Wealth's Walmart Inc position peaked at $521K in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.