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
2021 Q4	–	Sell	-4,200	Closed	-$195K	–	330
2021 Q3	$195K	Buy	+4,200	New	+$202K	0.03%	296

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 4,405 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.
4,405 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.