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Warburton Capital Management’s Walmart Inc WMT Stock Holding History

Warburton Capital Management’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 		$640K Buy
5,653
+22
+0.4% +$2.73K 0.26% 29
2026
Q1 		$727K Buy
5,631
+234
+4% +$28.7K 0.35% 26
2025
Q4 		$601K Buy
5,397
+78
+1% +$8.38K 0.34% 24
2025
Q3 		$542K Buy
5,319
+15
+0.3% +$1.49K 0.33% 24
2025
Q2 		$521K Buy
5,304
+488
+10% +$46.5K 0.31% 24
2025
Q1 		$422K Buy
4,816
+753
+19% +$70.6K 0.31% 24
2024
Q4 		$367K Buy
+4,063
New +$353K 0.27% 23

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 $3.38T AUM 44.17% 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

Warburton Capital Management's WMT Position: Q2 2026 in Review

Warburton Capital Management increased its Walmart Inc (WMT) stake by 0.39% in Q2 2026, buying an estimated $2.73K and bringing the position to 5,653 shares worth $640K. The position accounts for 0.26% of the portfolio, ranked #29.

Warburton Capital Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $727K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Warburton Capital Management held 5,653 shares of Walmart Inc worth $640K as of Q2 2026.
  • Warburton Capital Management bought 22 Walmart Inc shares in Q2 2026, an estimated $2.73K.
  • Walmart Inc made up 0.26% of Warburton Capital Management's portfolio in Q2 2026, its #29 holding.
  • Warburton Capital Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Warburton Capital Management's Walmart Inc position peaked at $727K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.