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Westshore Wealth’s Walmart Inc WMT Stock Holding History

Westshore Wealth’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 		$257K Buy
2,269
+162
+8% +$20.1K 0.08% 89
2026
Q1 		$262K Sell
2,107
-35
-2% -$4.3K 0.09% 87
2025
Q4 		$239K Sell
2,142
-477
-18% -$51.2K 0.08% 81
2025
Q3 		$270K Buy
2,619
+10
+0.4% +$995 0.09% 79
2025
Q2 		$255K Buy
2,609
+16
+0.6% +$1.52K 0.1% 77
2025
Q1 		$228K Buy
2,593
+1
+0% +$94 0.1% 80
2024
Q4 		$234K Buy
2,592
+5
+0.2% +$434 0.09% 80
2024
Q3 		$209K Buy
+2,587
New +$190K 0.09% 93
2023
Q1 		– Sell
-9,501
Closed -$449K – 119
2022
Q4 		$449K Sell
9,501
-600
-6% -$28.5K 0.26% 45
2022
Q3 		$437K Sell
10,101
-897
-8% -$39.3K 0.3% 32
2022
Q2 		$446K Buy
10,998
+300
+3% +$13.8K 0.29% 40
2022
Q1 		$531K Buy
10,698
+501
+5% +$23.5K 0.36% 34
2021
Q4 		$492K Sell
10,197
-600
-6% -$28.6K 0.34% 37
2021
Q3 		$502K Sell
10,797
-3,762
-26% -$181K 0.41% 35
2021
Q2 		$684K Buy
14,559
+9,009
+162% +$420K 0.35% 43
2021
Q1 		$251K Buy
+5,550
New +$257K 0.14% 114

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

Westshore Wealth's WMT Position: Q2 2026 in Review

Westshore Wealth increased its Walmart Inc (WMT) stake by 7.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,269 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #89.

Westshore Wealth first reported a position in WMT in Q1 2021 and has held it in 16 quarters since. The position peaked at $684K in Q2 2021. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Westshore Wealth held 2,269 shares of Walmart Inc worth $257K as of Q2 2026.
  • Westshore Wealth bought 162 Walmart Inc shares in Q2 2026, an estimated $20.1K.
  • Walmart Inc made up 0.08% of Westshore Wealth's portfolio in Q2 2026, its #89 holding.
  • Westshore Wealth first reported a position in Walmart Inc in Q1 2021 and has held it in 16 quarters since.
  • Westshore Wealth's Walmart Inc position peaked at $684K in Q2 2021.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.