VestGen Advisors’s Walmart Inc WMT Stock Holding History

VestGen 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	$18.6M	Sell	164,218 -1,072	-0.6%	-$133K	0.54%	34
2026 Q1	$21.5M	Buy	165,290 +13,148	+9%	+$1.61M	0.57%	28
2025 Q4	$17M	Buy	152,142 +18,623	+14%	+$2M	0.72%	27
2025 Q3	$13.8M	Buy	133,519 +29,298	+28%	+$2.92M	0.46%	44
2025 Q2	$10.3M	Buy	104,221 +9,623	+10%	+$917K	0.41%	51
2025 Q1	$8.3M	Buy	+94,598	New	+$8.87M	0.38%	57

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

VestGen Advisors's WMT Position: Q2 2026 in Review

VestGen Advisors reduced its Walmart Inc (WMT) stake by 0.65% in Q2 2026, selling an estimated $133K and leaving 164,218 shares worth $18.6M. The position accounts for 0.54% of the portfolio, ranked #34.

VestGen Advisors first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.5M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

VestGen Advisors held 164,218 shares of Walmart Inc worth $18.6M as of Q2 2026.
VestGen Advisors sold 1,072 Walmart Inc shares in Q2 2026, an estimated $133K.
Walmart Inc made up 0.54% of VestGen Advisors's portfolio in Q2 2026, its #34 holding.
VestGen Advisors first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Walmart Inc position peaked at $21.5M in Q1 2026.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.