Veratis Advisors’s Walmart Inc WMT Stock Holding History

Veratis Advisors’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	$4.87M	Buy	+40,978	New	+$5.09M	3.45%	10
2025 Q4	$2.66M	Buy	+20,616	New	+$2.21M	2.1%	13

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

Veratis Advisors's WMT Position: Q2 2026 in Review

Veratis Advisors opened a new position in Walmart Inc (WMT) in Q2 2026: 40,978 shares worth $4.87M. The stake represents 3.45% of the portfolio and ranks #10 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in WMT as recently as Q4 2025.

Veratis Advisors first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,392 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Veratis Advisors held 40,978 shares of Walmart Inc worth $4.87M as of Q2 2026.
Walmart Inc was a new Veratis Advisors position in Q2 2026.
Walmart Inc made up 3.45% of Veratis Advisors's portfolio in Q2 2026, its #10 holding.
Veratis Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
4,392 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.