WE
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Wealth Effects’s Walmart Inc WMT Stock Holding History

Wealth Effects’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 		$1.39M Buy
12,278
+545
+5% +$67.7K 0.38% 51
2026
Q1 		$1.46M Sell
11,733
-249
-2% -$30.6K 0.52% 45
2025
Q4 		$1.33M Buy
11,982
+506
+4% +$54.3K 0.42% 43
2025
Q3 		$1.18M Buy
11,476
+236
+2% +$23.5K 0.38% 51
2025
Q2 		$1.1M Sell
11,240
-411
-4% -$39.2K 0.41% 53
2025
Q1 		$1.02M Sell
11,651
-1,338
-10% -$126K 0.43% 51
2024
Q4 		$1.17M Sell
12,989
-1,004
-7% -$87.1K 0.42% 48
2024
Q3 		$1.13M Sell
13,993
-760
-5% -$55.8K 0.4% 54
2024
Q2 		$999K Buy
14,753
+590
+4% +$37.2K 0.36% 56
2024
Q1 		$852K Sell
14,163
-843
-6% -$48.2K 0.31% 68
2023
Q4 		$789K Buy
15,006
+900
+6% +$47.6K 0.3% 75
2023
Q3 		$752K Sell
14,106
-225
-2% -$12K 0.37% 60
2023
Q2 		$751K Sell
14,331
-297
-2% -$15K 0.33% 68
2023
Q1 		$719K Sell
14,628
-1,128
-7% -$53.5K 0.37% 63
2022
Q4 		$745K Sell
15,756
-150
-0.9% -$7.12K 0.43% 55
2022
Q3 		$688K Buy
15,906
+135
+0.9% +$5.91K 0.42% 56
2022
Q2 		$639K Buy
15,771
+960
+6% +$44.3K 0.38% 63
2022
Q1 		$735K Buy
14,811
+588
+4% +$27.6K 0.34% 65
2021
Q4 		$686K Buy
+14,223
New +$679K 0.28% 72

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 Effects's WMT Position: Q2 2026 in Review

Wealth Effects increased its Walmart Inc (WMT) stake by 4.6% in Q2 2026, buying an estimated $67.7K and bringing the position to 12,278 shares worth $1.39M. The position accounts for 0.38% of the portfolio, ranked #51.

Wealth Effects first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealth Effects held 12,278 shares of Walmart Inc worth $1.39M as of Q2 2026.
  • Wealth Effects bought 545 Walmart Inc shares in Q2 2026, an estimated $67.7K.
  • Walmart Inc made up 0.38% of Wealth Effects's portfolio in Q2 2026, its #51 holding.
  • Wealth Effects first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Walmart Inc position peaked at $1.46M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.