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White Knight Strategic Wealth Advisors’s Walmart Inc WMT Stock Holding History

White Knight Strategic Wealth 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 		$393K Buy
3,469
+177
+5% +$22K 0.28% 61
2026
Q1 		$409K Sell
3,292
-101
-3% -$12.4K 0.34% 55
2025
Q4 		$378K Buy
3,393
+102
+3% +$11K 0.28% 64
2025
Q3 		$339K Sell
3,291
-102
-3% -$10.2K 0.27% 65
2025
Q2 		$332K Sell
3,393
-45
-1% -$4.29K 0.28% 63
2025
Q1 		$302K Sell
3,438
-3,439
-50% -$323K 0.28% 62
2024
Q4 		$621K Buy
6,877
+3,439
+100% +$298K 0.26% 62
2024
Q3 		$278K Hold
3,438
– – 0.25% 68
2024
Q2 		$233K Hold
3,438
– – 0.23% 72
2024
Q1 		$207K Sell
3,438
-1,200
-26% -$68.7K 0.22% 72
2023
Q4 		$244K Hold
4,638
– – 0.28% 63
2023
Q3 		$247K Sell
4,638
-645
-12% -$34.3K 0.33% 54
2023
Q2 		$277K Sell
5,283
-2,910
-36% -$147K 0.32% 59
2023
Q1 		$403K Sell
8,193
-825
-9% -$39.2K 0.51% 41
2022
Q4 		$426K Sell
9,018
-735
-8% -$34.9K 0.58% 43
2022
Q3 		$422K Sell
9,753
-855
-8% -$37.5K 0.6% 40
2022
Q2 		$430K Hold
10,608
– – 0.59% 42
2022
Q1 		$527K Sell
10,608
-1,290
-11% -$60.6K 0.57% 40
2021
Q4 		$574K Buy
+11,898
New +$568K 0.6% 39

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 $3.38T AUM 44.17% 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

White Knight Strategic Wealth Advisors's WMT Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Walmart Inc (WMT) stake by 5.4% in Q2 2026, buying an estimated $22K and bringing the position to 3,469 shares worth $393K. The position accounts for 0.28% of the portfolio, ranked #61.

White Knight Strategic Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $621K in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 3,469 shares of Walmart Inc worth $393K as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 177 Walmart Inc shares in Q2 2026, an estimated $22K.
  • Walmart Inc made up 0.28% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's Walmart Inc position peaked at $621K in Q4 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.