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Westerkirk Capital’s Walmart Inc WMT Stock Holding History

Westerkirk Capital’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 		$7.01M Hold
61,907
– – 0.67% 35
2026
Q1 		$7.69M Sell
61,907
-5,317
-8% -$653K 0.83% 26
2025
Q4 		$7.49M Buy
67,224
+34,500
+105% +$3.7M 0.73% 29
2025
Q3 		$3.37M Buy
32,724
+15,400
+89% +$1.53M 0.39% 55
2025
Q2 		$1.69M Buy
+17,324
New +$1.65M 0.21% 100

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

Westerkirk Capital's WMT Position: Q2 2026 in Review

Westerkirk Capital held its Walmart Inc (WMT) position steady in Q2 2026 at 61,907 shares worth $7.01M. The position accounts for 0.67% of the portfolio, ranked #35.

Westerkirk Capital first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.69M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Westerkirk Capital held 61,907 shares of Walmart Inc worth $7.01M as of Q2 2026.
  • Westerkirk Capital left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.67% of Westerkirk Capital's portfolio in Q2 2026, its #35 holding.
  • Westerkirk Capital first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Walmart Inc position peaked at $7.69M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.