Westbourne Investments’s Walmart Inc WMT Stock Holding History

Westbourne Investments’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	$455K	Sell	4,015 -302	-7%	-$37.5K	0.19%	99
2026 Q1	$537K	Sell	4,317 -1,000	-19%	-$123K	0.26%	81
2025 Q4	$592K	Buy	5,317 +1,232	+30%	+$132K	0.28%	77
2025 Q3	$413K	Buy	+4,085	New	+$407K	0.2%	86
2025 Q1	–	Sell	-66,955	Closed	-$6.05M	–	154
2024 Q4	$6.05M	Buy	+66,955	New	+$5.81M	3.57%	6

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

Westbourne Investments's WMT Position: Q2 2026 in Review

Westbourne Investments reduced its Walmart Inc (WMT) stake by 7% in Q2 2026, selling an estimated $37.5K and leaving 4,015 shares worth $455K. The position accounts for 0.19% of the portfolio, ranked #99.

Westbourne Investments first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.05M in Q4 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Westbourne Investments held 4,015 shares of Walmart Inc worth $455K as of Q2 2026.
Westbourne Investments sold 302 Walmart Inc shares in Q2 2026, an estimated $37.5K.
Walmart Inc made up 0.19% of Westbourne Investments's portfolio in Q2 2026, its #99 holding.
Westbourne Investments first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
Westbourne Investments's Walmart Inc position peaked at $6.05M in Q4 2024.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.