Watershed Private Wealth’s Walmart Inc WMT Stock Holding History

Watershed Private Wealth’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	$539K	Sell	4,758 -1,232	-21%	-$153K	0.15%	82
2026 Q1	$744K	Sell	5,990 -49	-0.8%	-$6.02K	0.23%	64
2025 Q4	$673K	Buy	6,039 +236	+4%	+$25.3K	0.2%	66
2025 Q3	$598K	Sell	5,803 -11	-0.2%	-$1.09K	0.19%	67
2025 Q2	$568K	Hold	5,814	–	–	0.21%	63
2025 Q1	$510K	Hold	5,814	–	–	0.2%	65
2024 Q4	$525K	Buy	5,814 +1,050	+22%	+$91.1K	0.2%	67
2024 Q3	$385K	Buy	4,764 +528	+12%	+$38.8K	0.15%	78
2024 Q2	$287K	Buy	4,236 +210	+5%	+$13.2K	0.12%	94
2024 Q1	$242K	Buy	+4,026	New	+$230K	0.11%	105

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Watershed Private Wealth's WMT Position: Q2 2026 in Review

Watershed Private Wealth reduced its Walmart Inc (WMT) stake by 21% in Q2 2026, selling an estimated $153K and leaving 4,758 shares worth $539K. The position accounts for 0.15% of the portfolio, ranked #82.

Watershed Private Wealth first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $744K in Q1 2026. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Watershed Private Wealth held 4,758 shares of Walmart Inc worth $539K as of Q2 2026.
Watershed Private Wealth sold 1,232 Walmart Inc shares in Q2 2026, an estimated $153K.
Walmart Inc made up 0.15% of Watershed Private Wealth's portfolio in Q2 2026, its #82 holding.
Watershed Private Wealth first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Watershed Private Wealth's Walmart Inc position peaked at $744K in Q1 2026.
4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.