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Whipplewood Advisors’s Walmart Inc WMT Stock Holding History

Whipplewood Advisors’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 		$20K Sell
177
-1,934
-92% -$240K 0.01% 193
2026
Q1 		$262K Buy
2,111
+636
+43% +$78.1K 0.14% 119
2025
Q4 		$164K Buy
1,475
+38
+3% +$4.08K 0.11% 136
2025
Q3 		$148K Sell
1,437
-1,179
-45% -$117K 0.1% 138
2025
Q2 		$256K Sell
2,616
-214
-8% -$20.4K 0.14% 143
2025
Q1 		$230K Buy
2,830
+260
+10% +$24.4K 0.14% 143
2024
Q4 		$232K Buy
+2,570
New +$223K 0.13% 144

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

Whipplewood Advisors's WMT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Walmart Inc (WMT) stake by 92% in Q2 2026, selling an estimated $240K and leaving 177 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #193.

Whipplewood Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Whipplewood Advisors held 177 shares of Walmart Inc worth $20K as of Q2 2026.
  • Whipplewood Advisors sold 1,934 Walmart Inc shares in Q2 2026, an estimated $240K.
  • Walmart Inc made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #193 holding.
  • Whipplewood Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Walmart Inc position peaked at $262K in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.