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Wealth Architects’s Walmart Inc WMT Stock Holding History

Wealth Architects’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 		$2.17M Sell
19,119
-140
-0.7% -$17.4K 0.17% 72
2026
Q1 		$2.39M Buy
19,259
+487
+3% +$59.8K 0.21% 62
2025
Q4 		$2.09M Sell
18,772
-2
-0% -$215 0.19% 64
2025
Q3 		$1.93M Buy
18,774
+17
+0.1% +$1.69K 0.18% 66
2025
Q2 		$1.83M Sell
18,757
-64
-0.3% -$6.1K 0.19% 66
2025
Q1 		$1.65M Buy
18,821
+10,954
+139% +$1.03M 0.18% 66
2024
Q4 		$711K Buy
7,867
+898
+13% +$77.9K 0.08% 101
2024
Q3 		$563K Buy
6,969
+376
+6% +$27.6K 0.06% 112
2024
Q2 		$446K Sell
6,593
-70
-1% -$4.41K 0.05% 130
2024
Q1 		$401K Sell
6,663
-795
-11% -$45.5K 0.05% 135
2023
Q4 		$392K Sell
7,458
-516
-6% -$27.3K 0.06% 133
2023
Q3 		$425K Buy
7,974
+612
+8% +$32.6K 0.07% 119
2023
Q2 		$386K Buy
7,362
+1,134
+18% +$57.2K 0.06% 134
2023
Q1 		$306K Buy
6,228
+198
+3% +$9.4K 0.05% 138
2022
Q4 		$285K Buy
6,030
+210
+4% +$9.97K 0.05% 140
2022
Q3 		$252K Sell
5,820
-102
-2% -$4.47K 0.05% 145
2022
Q2 		$240K Sell
5,922
-588
-9% -$27.1K 0.05% 151
2022
Q1 		$323K Buy
6,510
+339
+5% +$15.9K 0.05% 149
2021
Q4 		$298K Buy
6,171
+1,107
+22% +$52.8K 0.05% 153
2021
Q3 		$235K Sell
5,064
-9
-0.2% -$434 0.05% 161
2021
Q2 		$238K Buy
5,073
+498
+11% +$23.2K 0.05% 158
2021
Q1 		$207K Buy
4,575
+228
+5% +$10.6K 0.04% 157
2020
Q4 		$209K Buy
+4,347
New +$211K 0.05% 147
2019
Q1 		– Sell
-8,520
Closed -$265K – 145
2018
Q4 		$265K Sell
8,520
-231
-3% -$7.41K 0.1% 94
2018
Q3 		$274K Buy
+8,751
New +$268K 0.08% 108

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

Wealth Architects's WMT Position: Q2 2026 in Review

Wealth Architects reduced its Walmart Inc (WMT) stake by 0.73% in Q2 2026, selling an estimated $17.4K and leaving 19,119 shares worth $2.17M. The position accounts for 0.17% of the portfolio, ranked #72.

Wealth Architects first reported a position in WMT in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.39M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealth Architects held 19,119 shares of Walmart Inc worth $2.17M as of Q2 2026.
  • Wealth Architects sold 140 Walmart Inc shares in Q2 2026, an estimated $17.4K.
  • Walmart Inc made up 0.17% of Wealth Architects's portfolio in Q2 2026, its #72 holding.
  • Wealth Architects first reported a position in Walmart Inc in Q3 2018 and has held it in 25 quarters since.
  • Wealth Architects's Walmart Inc position peaked at $2.39M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.