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Veridan Wealth’s Walmart Inc WMT Stock Holding History

Veridan 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 		$336K Buy
2,966
+329
+12% +$40.8K 0.11% 72
2026
Q1 		$328K Sell
2,637
-147
-5% -$18K 0.12% 69
2025
Q4 		$310K Hold
2,784
– – 0.1% 67
2025
Q3 		$287K Buy
+2,784
New +$277K 0.1% 68
2025
Q1 		$257K Buy
2,933
+59
+2% +$5.54K 0.12% 68
2024
Q4 		$286K Buy
+2,874
New +$249K 0.13% 70
2024
Q2 		$297K Buy
+3,042
New +$192K 0.12% 68

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

Veridan Wealth's WMT Position: Q2 2026 in Review

Veridan Wealth increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $40.8K and bringing the position to 2,966 shares worth $336K. The position accounts for 0.11% of the portfolio, ranked #72.

Veridan Wealth first reported a position in WMT in Q2 2024 and has held it in 7 quarters since. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Veridan Wealth held 2,966 shares of Walmart Inc worth $336K as of Q2 2026.
  • Veridan Wealth bought 329 Walmart Inc shares in Q2 2026, an estimated $40.8K.
  • Walmart Inc made up 0.11% of Veridan Wealth's portfolio in Q2 2026, its #72 holding.
  • Veridan Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 7 quarters since.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.