XXI Wealth LLC’s Walmart Inc WMT Stock Holding History

XXI Wealth LLC’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	$684K	Buy	6,038 +740	+14%	+$91.9K	0.31%	81
2026 Q1	$658K	Buy	5,298 +286	+6%	+$35.1K	0.37%	77
2025 Q4	$558K	Buy	+5,012	New	+$538K	0.34%	74

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

XXI Wealth LLC's WMT Position: Q2 2026 in Review

XXI Wealth LLC increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $91.9K and bringing the position to 6,038 shares worth $684K. The position accounts for 0.31% of the portfolio, ranked #81.

XXI Wealth LLC first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,391 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

XXI Wealth LLC held 6,038 shares of Walmart Inc worth $684K as of Q2 2026.
XXI Wealth LLC bought 740 Walmart Inc shares in Q2 2026, an estimated $91.9K.
Walmart Inc made up 0.31% of XXI Wealth LLC's portfolio in Q2 2026, its #81 holding.
XXI Wealth LLC first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
4,391 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.