WWMSC
WMT icon

Wagner Wealth Management (South Carolina)’s Walmart Inc WMT Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$852K Buy
7,524
+406
+6% +$50.4K 0.16% 71
2026
Q1 		$885K Buy
7,118
+33
+0.5% +$4.05K 0.18% 63
2025
Q4 		$789K Buy
7,085
+461
+7% +$49.5K 0.17% 66
2025
Q3 		$683K Buy
6,624
+2
+0% +$199 0.16% 65
2025
Q2 		$647K Buy
6,622
+2,418
+58% +$230K 0.15% 70
2025
Q1 		$369K Buy
4,204
+9
+0.2% +$844 0.09% 76
2024
Q4 		$379K Hold
4,195
– – 0.1% 78
2024
Q3 		$339K Sell
4,195
-421
-9% -$30.9K 0.09% 79
2024
Q2 		$313K Buy
4,616
+203
+5% +$12.8K 0.09% 98
2024
Q1 		$266K Buy
4,413
+225
+5% +$12.9K 0.08% 107
2023
Q4 		$220K Hold
4,188
– – 0.07% 118
2023
Q3 		$223K Buy
4,188
+6
+0.1% +$319 0.08% 104
2023
Q2 		$219K Sell
4,182
-189
-4% -$9.54K 0.08% 102
2023
Q1 		$215K Sell
4,371
-402
-8% -$19.1K 0.1% 109
2022
Q4 		$226K Sell
4,773
-450
-9% -$21.4K 0.14% 104
2022
Q3 		$226K Sell
5,223
-939
-15% -$41.1K 0.17% 97
2022
Q2 		$250K Buy
6,162
+1,359
+28% +$62.7K 0.2% 87
2022
Q1 		$238K Buy
4,803
+270
+6% +$12.7K 0.17% 112
2021
Q4 		$219K Sell
4,533
-378
-8% -$18K 0.17% 115
2021
Q3 		$245K Buy
4,911
+303
+7% +$14.6K 0.2% 108
2021
Q2 		$217K Buy
4,608
+75
+2% +$3.49K 0.16% 118
2021
Q1 		$205K Buy
4,533
+78
+2% +$3.61K 0.16% 111
2020
Q4 		$214K Buy
+4,455
New +$216K 0.2% 92
2018
Q3 		$163K Buy
5,199
+15
+0.3% +$459 0.11% 143
2018
Q2 		$148K Buy
5,184
+1,236
+31% +$35.1K 0.11% 141
2018
Q1 		$117K Hold
3,948
– – 0.09% 157
2017
Q4 		$132K Buy
+3,948
New +$121K 0.1% 144

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

Wagner Wealth Management (South Carolina)'s WMT Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Walmart Inc (WMT) stake by 5.7% in Q2 2026, buying an estimated $50.4K and bringing the position to 7,524 shares worth $852K. The position accounts for 0.16% of the portfolio, ranked #71.

Wagner Wealth Management (South Carolina) first reported a position in WMT in Q4 2017 and has held it in 27 quarters since. The position peaked at $885K in Q1 2026. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 7,524 shares of Walmart Inc worth $852K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 406 Walmart Inc shares in Q2 2026, an estimated $50.4K.
  • Walmart Inc made up 0.16% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #71 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Walmart Inc in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Walmart Inc position peaked at $885K in Q1 2026.
  • 4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.