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Winter & Associates’s Walmart Inc WMT Stock Holding History

Winter & Associates’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 		$421K Buy
3,718
+1
+0% +$124 0.32% 45
2026
Q1 		$471K Buy
3,717
+4
+0.1% +$491 0.41% 47
2025
Q4 		$414K Buy
+3,713
New +$399K 0.38% 53

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

Winter & Associates's WMT Position: Q2 2026 in Review

Winter & Associates increased its Walmart Inc (WMT) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 3,718 shares worth $421K. The position accounts for 0.32% of the portfolio, ranked #45.

Winter & Associates first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $471K in Q1 2026. 4,393 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Winter & Associates held 3,718 shares of Walmart Inc worth $421K as of Q2 2026.
  • Winter & Associates bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.32% of Winter & Associates's portfolio in Q2 2026, its #45 holding.
  • Winter & Associates first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Walmart Inc position peaked at $471K in Q1 2026.
  • 4,393 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.