WA
WMT icon

WestEnd Advisors’s Walmart Inc WMT Stock Holding History

WestEnd 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 		$821K Sell
7,245
-323,061
-98% -$40.1M 0.02% 45
2026
Q1 		$41.1M Sell
330,306
-78,453
-19% -$9.63M 0.99% 22
2025
Q4 		$45.5M Sell
408,759
-14,237
-3% -$1.53M 1.06% 27
2025
Q3 		$43.6M Sell
422,996
-7,050
-2% -$702K 1.02% 29
2025
Q2 		$42.1M Sell
430,046
-81,008
-16% -$7.72M 1.04% 26
2025
Q1 		$44.9M Sell
511,054
-17,131
-3% -$1.61M 1.19% 20
2024
Q4 		$47.7M Sell
528,185
-128,196
-20% -$11.1M 1.22% 21
2024
Q3 		$53M Sell
656,381
-1,430
-0.2% -$105K 1.3% 16
2024
Q2 		$44.5M Sell
657,811
-162
-0% -$10.2K 1.15% 19
2024
Q1 		$39.6M Sell
657,973
-11,345
-2% -$649K 1.03% 25
2023
Q4 		$35.2M Sell
669,318
-16,044
-2% -$849K 0.96% 28
2023
Q3 		$36.5M Buy
685,362
+9,549
+1% +$508K 1.1% 19
2023
Q2 		$35.4M Buy
+675,813
New +$34.1M 1.04% 24
2023
Q1 		– Sell
-730,974
Closed -$34.7M – 22
2022
Q4 		$34.5M Sell
730,974
-40,464
-5% -$1.92M 1.13% 20
2022
Q3 		$33.4M Buy
+771,438
New +$33.8M 1.12% 21
2020
Q2 		– Sell
-1,098
Closed -$41.6K – 63
2020
Q1 		$41.6K Sell
1,098
-825,213
-100% -$31.7M ﹤0.01% 46
2019
Q4 		$32.7M Sell
826,311
-60,840
-7% -$2.42M 2.47% 23
2019
Q3 		$35.1M Sell
887,151
-52,026
-6% -$1.96M 2.88% 12
2019
Q2 		$34.6M Sell
939,177
-146,274
-13% -$5.04M 3.01% 7
2019
Q1 		$35.3M Buy
1,085,451
+86,433
+9% +$2.8M 3.31% 18
2018
Q4 		$31M Sell
999,018
-301,824
-23% -$9.68M 3.33% 18
2018
Q3 		$40.7M Sell
1,300,842
-55,521
-4% -$1.7M 3.9% 10
2018
Q2 		$38.7M Buy
1,356,363
+47,793
+4% +$1.36M 4.02% 4
2018
Q1 		$38.8M Buy
+1,308,570
New +$42.1M 3.66% 18

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

WestEnd Advisors's WMT Position: Q2 2026 in Review

WestEnd Advisors reduced its Walmart Inc (WMT) stake by 98% in Q2 2026, selling an estimated $40.1M and leaving 7,245 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #45.

WestEnd Advisors first reported a position in WMT in Q1 2018 and has held it in 24 quarters since. The position peaked at $53M in Q3 2024. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WestEnd Advisors held 7,245 shares of Walmart Inc worth $821K as of Q2 2026.
  • WestEnd Advisors sold 323,061 Walmart Inc shares in Q2 2026, an estimated $40.1M.
  • Walmart Inc made up 0.02% of WestEnd Advisors's portfolio in Q2 2026, its #45 holding.
  • WestEnd Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 24 quarters since.
  • WestEnd Advisors's Walmart Inc position peaked at $53M in Q3 2024.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.