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Yukon Wealth Management’s Walmart Inc WMT Stock Holding History

Yukon Wealth Management’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 		$626K Buy
+5,522
New +$686K 0.18% 77
2025
Q4 		– Sell
-4,536
Closed -$468K – 131
2025
Q3 		$468K Buy
4,536
+216
+5% +$21.5K 0.15% 86
2025
Q2 		$422K Buy
4,320
+197
+5% +$18.8K 0.15% 88
2025
Q1 		$362K Buy
+4,123
New +$387K 0.15% 89

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 $3.38T AUM 44.17% 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

Yukon Wealth Management's WMT Position: Q2 2026 in Review

Yukon Wealth Management opened a new position in Walmart Inc (WMT) in Q2 2026: 5,522 shares worth $626K. The stake represents 0.18% of the portfolio and ranks #77 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in WMT as recently as Q3 2025.

Yukon Wealth Management first reported a position in WMT in Q1 2025 and has held it in 4 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Yukon Wealth Management held 5,522 shares of Walmart Inc worth $626K as of Q2 2026.
  • Walmart Inc was a new Yukon Wealth Management position in Q2 2026.
  • Walmart Inc made up 0.18% of Yukon Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Yukon Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 4 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.