Wellington-Altus USA’s Walmart Inc WMT Stock Holding History

Wellington-Altus USA’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	$444K	Buy	3,573 +207	+6%	+$25.7K	0.32%	71
2026 Q1	$381K	Buy	3,366 +60	+2%	+$7.37K	0.22%	101
2025 Q4	$368K	Buy	+3,306	New	+$355K	0.27%	80

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

Wellington-Altus USA's WMT Position: Q2 2026 in Review

Wellington-Altus USA increased its Walmart Inc (WMT) stake by 6.1% in Q2 2026, buying an estimated $25.7K and bringing the position to 3,573 shares worth $444K. The position accounts for 0.32% of the portfolio, ranked #71.

Wellington-Altus USA first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wellington-Altus USA held 3,573 shares of Walmart Inc worth $444K as of Q2 2026.
Wellington-Altus USA bought 207 Walmart Inc shares in Q2 2026, an estimated $25.7K.
Walmart Inc made up 0.32% of Wellington-Altus USA's portfolio in Q2 2026, its #71 holding.
Wellington-Altus USA first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.