Western Wealth Management’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,000
Closed -$373K 1050
2026
Q1
$373K Buy
+3,000
New +$368K 0.01% 722

Other funds holding WMT

Western Wealth Management's WMT Position: Q2 2026 in Review

Western Wealth Management reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $153K and leaving 90,434 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #57.

Western Wealth Management first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.4M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Western Wealth Management held 90,434 shares of Walmart Inc worth $10.2M as of Q2 2026.
  • Western Wealth Management sold 1,236 Walmart Inc shares in Q2 2026, an estimated $153K.
  • Walmart Inc made up 0.33% of Western Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Western Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Walmart Inc position peaked at $11.4M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.