WFA of San Diego’s Walmart Inc WMT Stock Holding History

WFA of San Diego’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	–	Sell	-222	Closed	-$27.6K	–	382
2026 Q1	$27.6K	Hold	222	–	–	0.02%	224
2025 Q4	$24.7K	Hold	222	–	–	0.02%	256
2025 Q3	$22.9K	Hold	222	–	–	0.02%	269
2025 Q2	$21.7K	Buy	+222	New	+$21.2K	0.02%	264
2024 Q3	$13K	Hold	161	–	–	0.01%	267
2024 Q2	$10.9K	Buy	+161	New	+$10.1K	0.01%	273
2023 Q3	$9.44K	Hold	177	–	–	0.01%	282
2023 Q2	$9.27K	Buy	+177	New	+$8.93K	0.01%	284
2023 Q1	–	Sell	-378	Closed	-$17.9K	–	438
2022 Q4	$17.9K	Buy	+378	New	+$18K	0.01%	300
2022 Q3	–	Sell	-36	Closed	-$1K	–	404
2022 Q2	$1K	Buy	+36	New	+$1.66K	﹤0.01%	399
2020 Q3	–	Sell	-7,209	Closed	-$280K	–	246
2020 Q2	$280K	Buy	+7,209	New	+$297K	0.07%	211

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 $3.38T AUM 44.17% 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

WFA of San Diego's WMT Position: Q2 2026 in Review

WFA of San Diego sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 222 shares — an estimated $27.6K sold.

WFA of San Diego first reported a position in WMT in Q2 2020 and held it in 11 quarters. The position peaked at $280K in Q2 2020. 4,426 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

WFA of San Diego reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 222 Walmart Inc shares in Q2 2026, an estimated $27.6K.
WFA of San Diego first reported a position in Walmart Inc in Q2 2020 and held it in 11 quarters.
WFA of San Diego's Walmart Inc position peaked at $280K in Q2 2020.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.