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Wilson & Boucher Capital Management’s Walmart Inc WMT Stock Holding History

Wilson & Boucher Capital Management’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 		$1.78M Sell
15,690
-937
-6% -$116K 1.04% 24
2026
Q1 		$2.07M Sell
16,627
-25
-0.2% -$3.07K 1.37% 19
2025
Q4 		$1.86M Sell
16,652
-10
-0.1% -$1.07K 1.22% 21
2025
Q3 		$1.72M Sell
16,662
-500
-3% -$49.8K 1.13% 22
2025
Q2 		$1.68M Sell
17,162
-900
-5% -$85.7K 1.17% 22
2025
Q1 		$1.59M Sell
18,062
-1,200
-6% -$113K 1.18% 22
2024
Q4 		$1.74M Sell
19,262
-600
-3% -$52.1K 1.23% 19
2024
Q3 		$1.6M Sell
19,862
-356
-2% -$26.1K 1.1% 20
2024
Q2 		$1.37M Sell
20,218
-351
-2% -$22.1K 1.05% 24
2024
Q1 		$1.24M Sell
20,569
-47
-0.2% -$2.69K 0.98% 27
2023
Q4 		$1.08M Hold
20,616
– – 0.91% 31
2023
Q3 		$1.1M Buy
20,616
+300
+1% +$16K 1.04% 28
2023
Q2 		$1.06M Sell
20,316
-12
-0.1% -$605 0.96% 31
2023
Q1 		$999K Buy
20,328
+657
+3% +$31.2K 0.96% 34
2022
Q4 		$930K Hold
19,671
– – 0.95% 35
2022
Q3 		$850K Sell
19,671
-1,245
-6% -$54.5K 0.99% 35
2022
Q2 		$848K Sell
20,916
-150
-0.7% -$6.92K 0.93% 40
2022
Q1 		$1.05M Sell
21,066
-150
-0.7% -$7.04K 0.95% 32
2021
Q4 		$1.02M Buy
+21,216
New +$1.01M 0.92% 35

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

Wilson & Boucher Capital Management's WMT Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Walmart Inc (WMT) stake by 5.6% in Q2 2026, selling an estimated $116K and leaving 15,690 shares worth $1.78M. The position accounts for 1.04% of the portfolio, ranked #24.

Wilson & Boucher Capital Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wilson & Boucher Capital Management held 15,690 shares of Walmart Inc worth $1.78M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 937 Walmart Inc shares in Q2 2026, an estimated $116K.
  • Walmart Inc made up 1.04% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #24 holding.
  • Wilson & Boucher Capital Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's Walmart Inc position peaked at $2.07M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.