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W.H. Cornerstone Investments’s Walmart Inc WMT Stock Holding History

W.H. Cornerstone Investments’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 		$1.76M Sell
15,537
-279
-2% -$34.6K 1% 18
2026
Q1 		$1.97M Sell
15,816
-5
-0% -$614 1.23% 17
2025
Q4 		$1.76M Buy
15,821
+1,093
+7% +$117K 1.06% 22
2025
Q3 		$1.52M Sell
14,728
-121
-0.8% -$12K 0.93% 24
2025
Q2 		$1.45M Buy
14,849
+73
+0.5% +$6.96K 0.92% 25
2025
Q1 		$1.3M Sell
14,776
-1,002
-6% -$94K 0.9% 23
2024
Q4 		$1.43M Sell
15,778
-2,734
-15% -$237K 0.95% 22
2024
Q3 		$1.5M Sell
18,512
-15
-0.1% -$1.1K 1.01% 20
2024
Q2 		$1.25M Buy
18,527
+123
+0.7% +$7.75K 0.89% 21
2024
Q1 		$1.11M Sell
18,404
-853
-4% -$48.8K 0.8% 33
2023
Q4 		$1.01M Sell
19,257
-1,284
-6% -$67.9K 0.8% 39
2023
Q3 		$1.09M Buy
20,541
+54
+0.3% +$2.87K 0.96% 28
2023
Q2 		$1.07M Sell
20,487
-15,681
-43% -$791K 0.96% 35
2023
Q1 		$1.78M Buy
36,168
+2,148
+6% +$102K 1.61% 11
2022
Q4 		$1.65M Buy
34,020
+492
+1% +$23.4K 1.57% 14
2022
Q3 		$1.48M Buy
+33,528
New +$1.47M 1.56% 14

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

W.H. Cornerstone Investments's WMT Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $34.6K and leaving 15,537 shares worth $1.76M. The position accounts for 1% of the portfolio, ranked #18.

W.H. Cornerstone Investments first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.97M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • W.H. Cornerstone Investments held 15,537 shares of Walmart Inc worth $1.76M as of Q2 2026.
  • W.H. Cornerstone Investments sold 279 Walmart Inc shares in Q2 2026, an estimated $34.6K.
  • Walmart Inc made up 1% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #18 holding.
  • W.H. Cornerstone Investments first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
  • W.H. Cornerstone Investments's Walmart Inc position peaked at $1.97M in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.