ViaWealth’s Walmart Inc WMT Stock Holding History

ViaWealth’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	$1.09M	Sell	9,652 -40	-0.4%	-$4.97K	0.55%	47
2026 Q1	$1.2M	Sell	9,692 -1,165	-11%	-$143K	0.67%	41
2025 Q4	$1.21M	Sell	10,857 -804	-7%	-$86.3K	0.68%	39
2025 Q3	$1.2M	Sell	11,661 -342	-3%	-$34K	0.66%	43
2025 Q2	$1.17M	Sell	12,003 -1,568	-12%	-$149K	0.69%	44
2025 Q1	$1.19M	Sell	13,571 -1,356	-9%	-$127K	0.74%	38
2024 Q4	$1.35M	Sell	14,927 -1,616	-10%	-$140K	0.81%	34
2024 Q3	$1.34M	Sell	16,543 -1,323	-7%	-$97.2K	0.78%	34
2024 Q2	$1.21M	Sell	17,866 -497	-3%	-$31.3K	0.75%	36
2024 Q1	$1.1M	Buy	18,363 +243	+1%	+$13.9K	0.69%	39
2023 Q4	$952K	Buy	18,120 +4,725	+35%	+$250K	0.65%	41
2023 Q3	$714K	Sell	13,395 -75	-0.6%	-$3.99K	0.52%	60
2023 Q2	$706K	Sell	13,470 -369	-3%	-$18.6K	0.53%	62
2023 Q1	$680K	Hold	13,839	–	–	0.54%	61
2022 Q4	$669K	Buy	+13,839	New	+$657K	0.55%	65

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

ViaWealth's WMT Position: Q2 2026 in Review

ViaWealth reduced its Walmart Inc (WMT) stake by 0.41% in Q2 2026, selling an estimated $4.97K and leaving 9,652 shares worth $1.09M. The position accounts for 0.55% of the portfolio, ranked #47.

ViaWealth first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.35M in Q4 2024. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

ViaWealth held 9,652 shares of Walmart Inc worth $1.09M as of Q2 2026.
ViaWealth sold 40 Walmart Inc shares in Q2 2026, an estimated $4.97K.
Walmart Inc made up 0.55% of ViaWealth's portfolio in Q2 2026, its #47 holding.
ViaWealth first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Walmart Inc position peaked at $1.35M in Q4 2024.
4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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