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XML Financial’s Walmart Inc WMT Stock Holding History

XML Financial’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 		$2.84M Sell
25,097
-177
-0.7% -$22K 0.21% 100
2026
Q1 		$3.14M Sell
25,274
-106
-0.4% -$13K 0.25% 89
2025
Q4 		$2.83M Sell
25,380
-1,776
-7% -$191K 0.23% 92
2025
Q3 		$2.8M Sell
27,156
-302
-1% -$30.1K 0.23% 95
2025
Q2 		$2.68M Buy
27,458
+339
+1% +$32.3K 0.23% 91
2025
Q1 		$2.38M Buy
27,119
+551
+2% +$51.7K 0.22% 97
2024
Q4 		$2.4M Buy
26,568
+2,053
+8% +$178K 0.22% 99
2024
Q3 		$1.98M Sell
24,515
-566
-2% -$41.6K 0.18% 117
2024
Q2 		$1.7M Buy
25,081
+455
+2% +$28.7K 0.17% 124
2024
Q1 		$1.48M Buy
24,626
+77
+0.3% +$4.41K 0.15% 133
2023
Q4 		$1.29M Buy
24,549
+2,622
+12% +$139K 0.14% 137
2023
Q3 		$1.17M Buy
21,927
+669
+3% +$35.6K 0.14% 139
2023
Q2 		$1.11M Buy
21,258
+138
+0.7% +$6.96K 0.13% 149
2023
Q1 		$1.04M Buy
21,120
+720
+4% +$34.2K 0.13% 147
2022
Q4 		$964K Buy
20,400
+810
+4% +$38.5K 0.12% 148
2022
Q3 		$847K Buy
19,590
+7,020
+56% +$308K 0.12% 150
2022
Q2 		$509K Sell
12,570
-2,712
-18% -$125K 0.12% 136
2022
Q1 		$759K Buy
15,282
+90
+0.6% +$4.22K 0.09% 174
2021
Q4 		$733K Buy
15,192
+105
+0.7% +$5.01K 0.09% 174
2021
Q3 		$701K Buy
15,087
+1,788
+13% +$86.1K 0.09% 172
2021
Q2 		$625K Buy
13,299
+60
+0.5% +$2.79K 0.14% 125
2021
Q1 		$600K Buy
13,239
+3,414
+35% +$158K 0.15% 117
2020
Q4 		$472K Buy
9,825
+3,768
+62% +$183K 0.12% 132
2020
Q3 		$282K Buy
+6,057
New +$269K 0.09% 155

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

XML Financial's WMT Position: Q2 2026 in Review

XML Financial reduced its Walmart Inc (WMT) stake by 0.7% in Q2 2026, selling an estimated $22K and leaving 25,097 shares worth $2.84M. The position accounts for 0.21% of the portfolio, ranked #100.

XML Financial first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.14M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • XML Financial held 25,097 shares of Walmart Inc worth $2.84M as of Q2 2026.
  • XML Financial sold 177 Walmart Inc shares in Q2 2026, an estimated $22K.
  • Walmart Inc made up 0.21% of XML Financial's portfolio in Q2 2026, its #100 holding.
  • XML Financial first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • XML Financial's Walmart Inc position peaked at $3.14M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.