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West Wealth Group’s Walmart Inc WMT Stock Holding History

West Wealth Group’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 		$804K Buy
7,100
+347
+5% +$43.1K 0.13% 55
2026
Q1 		$839K Buy
6,753
+832
+14% +$102K 0.17% 44
2025
Q4 		$660K Buy
5,921
+134
+2% +$14.4K 0.14% 54
2025
Q3 		$631K Buy
5,787
+552
+11% +$55K 0.14% 52
2025
Q2 		$541K Buy
5,235
+6
+0.1% +$572 0.13% 51
2025
Q1 		$465K Buy
5,229
+249
+5% +$23.4K 0.14% 54
2024
Q4 		$450K Buy
4,980
+288
+6% +$25K 0.13% 51
2024
Q3 		$379K Buy
4,692
+46
+1% +$3.38K 0.12% 54
2024
Q2 		$315K Buy
4,646
+206
+5% +$13K 0.11% 63
2024
Q1 		$267K Buy
4,440
+9
+0.2% +$515 0.1% 68
2023
Q4 		$233K Sell
4,431
-681
-13% -$36K 0.09% 73
2023
Q3 		$273K Buy
5,112
+108
+2% +$5.75K 0.12% 59
2023
Q2 		$262K Buy
5,004
+189
+4% +$9.54K 0.11% 56
2023
Q1 		$237K Sell
4,815
-192
-4% -$9.11K 0.11% 56
2022
Q4 		$237K Sell
5,007
-294
-6% -$14K 0.12% 57
2022
Q3 		$229K Sell
5,301
-429
-7% -$18.8K 0.12% 52
2022
Q2 		$232K Buy
5,730
+594
+12% +$27.4K 0.11% 59
2022
Q1 		$254K Buy
5,136
+39
+0.8% +$1.83K 0.1% 53
2021
Q4 		$245K Buy
+5,097
New +$243K 0.09% 51

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

West Wealth Group's WMT Position: Q2 2026 in Review

West Wealth Group increased its Walmart Inc (WMT) stake by 5.1% in Q2 2026, buying an estimated $43.1K and bringing the position to 7,100 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #55.

West Wealth Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $839K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • West Wealth Group held 7,100 shares of Walmart Inc worth $804K as of Q2 2026.
  • West Wealth Group bought 347 Walmart Inc shares in Q2 2026, an estimated $43.1K.
  • Walmart Inc made up 0.13% of West Wealth Group's portfolio in Q2 2026, its #55 holding.
  • West Wealth Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's Walmart Inc position peaked at $839K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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