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Wright Investors Service’s Walmart Inc WMT Stock Holding History

Wright Investors Service’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 		$2.78M Sell
24,511
-333
-1% -$41.3K 0.76% 39
2026
Q1 		$3.09M Sell
24,844
-92
-0.4% -$11.3K 0.97% 28
2025
Q4 		$2.78M Buy
+24,936
New +$2.68M 0.83% 33
2021
Q2 		– Sell
-20,022
Closed -$907K – 156
2021
Q1 		$907K Buy
20,022
+270
+1% +$12.5K 0.27% 97
2020
Q4 		$949K Sell
19,752
-6,732
-25% -$327K 0.33% 89
2020
Q3 		$1.24M Buy
26,484
+651
+3% +$28.9K 0.44% 67
2020
Q2 		$1.03M Buy
+25,833
New +$1.06M 0.4% 69

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

Wright Investors Service's WMT Position: Q2 2026 in Review

Wright Investors Service reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $41.3K and leaving 24,511 shares worth $2.78M. The position accounts for 0.76% of the portfolio, ranked #39.

Wright Investors Service first reported a position in WMT in Q2 2020 and has held it in 7 quarters since. The position peaked at $3.09M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wright Investors Service held 24,511 shares of Walmart Inc worth $2.78M as of Q2 2026.
  • Wright Investors Service sold 333 Walmart Inc shares in Q2 2026, an estimated $41.3K.
  • Walmart Inc made up 0.76% of Wright Investors Service's portfolio in Q2 2026, its #39 holding.
  • Wright Investors Service first reported a position in Walmart Inc in Q2 2020 and has held it in 7 quarters since.
  • Wright Investors Service's Walmart Inc position peaked at $3.09M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.