Vestia Personal Wealth Advisors’s Walmart Inc WMT Stock Holding History

Vestia Personal Wealth 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	$341K	Buy	3,015 +4	+0.1%	+$497	0.13%	82
2026 Q1	$374K	Sell	3,011 -228	-7%	-$28K	0.18%	70
2025 Q4	$387K	Buy	3,239 +49	+2%	+$5.26K	0.2%	64
2025 Q3	$329K	Buy	3,190 +32	+1%	+$3.19K	0.19%	73
2025 Q2	$309K	Buy	3,158 +26	+0.8%	+$2.48K	0.21%	72
2025 Q1	$275K	Sell	3,132 -23	-0.7%	-$2.16K	0.22%	70
2024 Q4	$285K	Buy	3,155 +301	+11%	+$26.1K	0.23%	66
2024 Q3	$230K	Buy	+2,854	New	+$210K	0.22%	69

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

Vestia Personal Wealth Advisors's WMT Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Walmart Inc (WMT) stake by 0.13% in Q2 2026, buying an estimated $497 and bringing the position to 3,015 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #82.

Vestia Personal Wealth Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $387K in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Vestia Personal Wealth Advisors held 3,015 shares of Walmart Inc worth $341K as of Q2 2026.
Vestia Personal Wealth Advisors bought 4 Walmart Inc shares in Q2 2026, an estimated $497.
Walmart Inc made up 0.13% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Vestia Personal Wealth Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Walmart Inc position peaked at $387K in Q4 2025.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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