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WESPAC Advisors’s Walmart Inc WMT Stock Holding History

WESPAC Advisors’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 		$1.36M Hold
12,045
– – 0.67% 36
2026
Q1 		$1.5M Hold
12,045
– – 0.82% 30
2025
Q4 		$1.34M Sell
12,045
-1,396
-10% -$150K 0.73% 41
2025
Q3 		$1.39M Hold
13,441
– – 0.81% 36
2025
Q2 		$1.31M Hold
13,441
– – 0.92% 29
2025
Q1 		$1.18M Sell
13,441
-182
-1% -$17.1K 0.96% 30
2024
Q4 		$1.23M Buy
13,623
+262
+2% +$22.7K 0.91% 26
2024
Q3 		$1.08M Buy
13,361
+5,744
+75% +$422K 0.8% 38
2024
Q2 		$516K Sell
7,617
-2,208
-22% -$139K 0.4% 88
2024
Q1 		$591K Buy
9,825
+510
+5% +$29.2K 0.34% 97
2023
Q4 		$490K Hold
9,315
– – 0.34% 94
2023
Q3 		$497K Buy
9,315
+2,403
+35% +$128K 0.37% 88
2023
Q2 		$362K Buy
+6,912
New +$349K 0.29% 91
2023
Q1 		– Sell
-8,715
Closed -$412K – 133
2022
Q4 		$412K Buy
8,715
+111
+1% +$5.27K 0.71% 40
2022
Q3 		$372K Sell
8,604
-1,872
-18% -$82K 0.5% 58
2022
Q2 		$425K Buy
+10,476
New +$483K 0.32% 59
2021
Q4 		– Sell
-6,942
Closed -$323K – 186
2021
Q3 		$323K Buy
+6,942
New +$334K 0.2% 129
2021
Q2 		– Sell
-9,159
Closed -$415K – 172
2021
Q1 		$415K Buy
9,159
+2,481
+37% +$115K 0.31% 94
2020
Q4 		$321K Buy
+6,678
New +$324K 0.25% 101
2016
Q3 		– Sell
-28,590
Closed -$696K – 127
2016
Q2 		$696K Buy
28,590
+4,200
+17% +$97.2K 0.72% 53
2016
Q1 		$557K Buy
+24,390
New +$535K 0.69% 63

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

WESPAC Advisors's WMT Position: Q2 2026 in Review

WESPAC Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 12,045 shares worth $1.36M. The position accounts for 0.67% of the portfolio, ranked #36.

WESPAC Advisors first reported a position in WMT in Q1 2016 and has held it in 21 quarters since. The position peaked at $1.5M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WESPAC Advisors held 12,045 shares of Walmart Inc worth $1.36M as of Q2 2026.
  • WESPAC Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.67% of WESPAC Advisors's portfolio in Q2 2026, its #36 holding.
  • WESPAC Advisors first reported a position in Walmart Inc in Q1 2016 and has held it in 21 quarters since.
  • WESPAC Advisors's Walmart Inc position peaked at $1.5M in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.