Whitaker-Myers Wealth Managers’s Walmart Inc WMT Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.32M	Buy	20,473 +3,014	+17%	+$374K	0.39%	44
2026 Q1	$2.17M	Buy	17,459 +1,900	+12%	+$233K	0.43%	35
2025 Q4	$1.73M	Buy	15,559 +6,154	+65%	+$661K	0.36%	35
2025 Q3	$969K	Buy	+9,405	New	+$936K	0.21%	56
2025 Q1	–	Sell	-4,993	Closed	-$451K	–	144
2024 Q4	$451K	Buy	+4,993	New	+$433K	0.13%	66

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

Whitaker-Myers Wealth Managers's WMT Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Walmart Inc (WMT) stake by 17% in Q2 2026, buying an estimated $374K and bringing the position to 20,473 shares worth $2.32M. The position accounts for 0.39% of the portfolio, ranked #44.

Whitaker-Myers Wealth Managers first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Whitaker-Myers Wealth Managers held 20,473 shares of Walmart Inc worth $2.32M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 3,014 Walmart Inc shares in Q2 2026, an estimated $374K.
Walmart Inc made up 0.39% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #44 holding.
Whitaker-Myers Wealth Managers first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.