Vision Retirement’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$247K Buy
2,185
+4
+0.2% +$497 0.06% 120
2026
Q1
$271K Sell
2,181
-883
-29% -$108K 0.08% 108
2025
Q4
$341K Buy
+3,064
New +$329K 0.09% 103

Other funds holding WMT

Vision Retirement's WMT Position: Q2 2026 in Review

Vision Retirement increased its Walmart Inc (WMT) stake by 0.18% in Q2 2026, buying an estimated $497 and bringing the position to 2,185 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #120.

Vision Retirement first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Vision Retirement held 2,185 shares of Walmart Inc worth $247K as of Q2 2026.
  • Vision Retirement bought 4 Walmart Inc shares in Q2 2026, an estimated $497.
  • Walmart Inc made up 0.06% of Vision Retirement's portfolio in Q2 2026, its #120 holding.
  • Vision Retirement first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Walmart Inc position peaked at $341K in Q4 2025.
  • 4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.