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VCI Wealth Management’s Walmart Inc WMT Stock Holding History

VCI 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 		$3.6M Buy
31,802
+6,152
+24% +$764K 0.9% 28
2026
Q1 		$3.19M Sell
25,650
-1,736
-6% -$213K 0.88% 24
2025
Q4 		$3.05M Sell
27,386
-3,506
-11% -$376K 0.85% 27
2025
Q3 		$3.18M Buy
30,892
+3,766
+14% +$375K 0.97% 23
2025
Q2 		$2.65M Buy
27,126
+1,978
+8% +$188K 0.93% 24
2025
Q1 		$2.21M Sell
25,148
-2,830
-10% -$265K 0.93% 25
2024
Q4 		$2.53M Buy
27,978
+1,942
+7% +$169K 1.07% 24
2024
Q3 		$2.1M Buy
+26,036
New +$1.91M 0.94% 31

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

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

VCI Wealth Management increased its Walmart Inc (WMT) stake by 24% in Q2 2026, buying an estimated $764K and bringing the position to 31,802 shares worth $3.6M. The position accounts for 0.9% of the portfolio, ranked #28.

VCI Wealth Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • VCI Wealth Management held 31,802 shares of Walmart Inc worth $3.6M as of Q2 2026.
  • VCI Wealth Management bought 6,152 Walmart Inc shares in Q2 2026, an estimated $764K.
  • Walmart Inc made up 0.9% of VCI Wealth Management's portfolio in Q2 2026, its #28 holding.
  • VCI Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.