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Vickerman Investment Advisors’s Walmart Inc WMT Stock Holding History

Vickerman Investment 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 		$2.55M Sell
22,541
-20,121
-47% -$2.5M 0.5% 46
2026
Q1 		$5.3M Sell
42,662
-1,717
-4% -$211K 1.11% 19
2025
Q4 		$4.94M Sell
44,379
-2,939
-6% -$316K 0.99% 23
2025
Q3 		$4.88M Sell
47,318
-527
-1% -$52.5K 0.99% 23
2025
Q2 		$4.68M Buy
47,845
+3,396
+8% +$324K 1.01% 24
2025
Q1 		$3.9M Buy
44,449
+1,026
+2% +$96.2K 0.88% 30
2024
Q4 		$3.92M Sell
43,423
-1,422
-3% -$123K 1.07% 25
2024
Q3 		$3.62M Sell
44,845
-13,233
-23% -$972K 1.06% 28
2024
Q2 		$3.93M Sell
58,078
-740
-1% -$46.6K 1.26% 26
2024
Q1 		$3.54M Sell
58,818
-201
-0.3% -$11.5K 1.14% 26
2023
Q4 		$3.1M Sell
59,019
-1,386
-2% -$73.3K 1.06% 32
2023
Q3 		$3.22M Sell
60,405
-855
-1% -$45.5K 1.31% 27
2023
Q2 		$3.21M Buy
61,260
+93
+0.2% +$4.69K 1.25% 27
2023
Q1 		$3.01M Sell
61,167
-111
-0.2% -$5.27K 1.19% 31
2022
Q4 		$2.9M Buy
61,278
+8,532
+16% +$405K 1.31% 29
2022
Q3 		$2.28M Buy
52,746
+7,851
+17% +$344K 1.1% 38
2022
Q2 		$1.82M Buy
44,895
+17,478
+64% +$806K 0.86% 44
2022
Q1 		$1.37M Buy
+27,417
New +$1.29M 0.61% 47

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

Vickerman Investment Advisors's WMT Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Walmart Inc (WMT) stake by 47% in Q2 2026, selling an estimated $2.5M and leaving 22,541 shares worth $2.55M. The position accounts for 0.5% of the portfolio, ranked #46.

Vickerman Investment Advisors first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.3M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Vickerman Investment Advisors held 22,541 shares of Walmart Inc worth $2.55M as of Q2 2026.
  • Vickerman Investment Advisors sold 20,121 Walmart Inc shares in Q2 2026, an estimated $2.5M.
  • Walmart Inc made up 0.5% of Vickerman Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Vickerman Investment Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Vickerman Investment Advisors's Walmart Inc position peaked at $5.3M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.