Wheels Up Wealth’s Walmart Inc WMT Stock Holding History

Wheels Up 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	$372K	Hold	3,285	–	–	0.32%	20
2026 Q1	$408K	Hold	3,285	–	–	0.38%	19
2025 Q4	$366K	Buy	+3,285	New	+$353K	0.34%	21

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 $3.37T AUM 44.26% 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

Wheels Up Wealth's WMT Position: Q2 2026 in Review

Wheels Up Wealth held its Walmart Inc (WMT) position steady in Q2 2026 at 3,285 shares worth $372K. The position accounts for 0.32% of the portfolio, ranked #20.

Wheels Up Wealth first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 4,391 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wheels Up Wealth held 3,285 shares of Walmart Inc worth $372K as of Q2 2026.
Wheels Up Wealth left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.32% of Wheels Up Wealth's portfolio in Q2 2026, its #20 holding.
Wheels Up Wealth first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
Wheels Up Wealth's Walmart Inc position peaked at $408K in Q1 2026.
4,391 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.