Vontobel Holding
WMT icon

Vontobel Holding’s Walmart Inc WMT Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-5,800
Closed -$646K – 1523
2025
Q4 		$646K Buy
+5,800
New +$623K ﹤0.01% 907
2025
Q3 		– Sell
-57,000
Closed -$5.57M – 1445
2025
Q2 		$5.57M Buy
+57,000
New +$5.43M 0.02% 339

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

Vontobel Holding's WMT Position: Q2 2026 in Review

Vontobel Holding increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $3.06M and bringing the position to 224,972 shares worth $25.5M. The position accounts for 0.08% of the portfolio, ranked #207.

Vontobel Holding first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $161M in Q3 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Vontobel Holding held 224,972 shares of Walmart Inc worth $25.5M as of Q2 2026.
  • Vontobel Holding bought 24,626 Walmart Inc shares in Q2 2026, an estimated $3.06M.
  • Walmart Inc made up 0.08% of Vontobel Holding's portfolio in Q2 2026, its #207 holding.
  • Vontobel Holding first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Walmart Inc position peaked at $161M in Q3 2024.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.