GAMMA Investing LLC Acquires 5,715 Shares of Walmart Inc. $WMT

Posted by Geri Gentry on Aug 5th, 2026

Walmart logo GAMMA Investing LLC increased its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 4.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 146,221 shares of the retailer’s stock after buying an additional 5,715 shares during the quarter. Walmart accounts for about 0.6% of GAMMA Investing LLC’s investment portfolio, making the stock its 26th largest position. GAMMA Investing LLC’s holdings in Walmart were worth $16,561,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in WMT. Grant Private Wealth Management Inc grew its position in shares of Walmart by 1.2% during the 2nd quarter. Grant Private Wealth Management Inc now owns 8,157 shares of the retailer’s stock valued at $924,000 after acquiring an additional 98 shares during the period. Greenfield Savings Bank lifted its position in Walmart by 0.9% during the second quarter. Greenfield Savings Bank now owns 14,072 shares of the retailer’s stock valued at $1,594,000 after purchasing an additional 124 shares in the last quarter. Harbor Investment Advisory LLC lifted its position in Walmart by 0.6% during the second quarter. Harbor Investment Advisory LLC now owns 55,836 shares of the retailer’s stock valued at $6,324,000 after purchasing an additional 306 shares in the last quarter. Canandaigua National Bank & Trust Co. bought a new stake in Walmart during the second quarter valued at about $4,816,000. Finally, Sandy Cove Advisors LLC grew its holdings in Walmart by 10.9% during the second quarter. Sandy Cove Advisors LLC now owns 3,466 shares of the retailer’s stock valued at $393,000 after purchasing an additional 342 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently commented on WMT. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Morgan Stanley boosted their price objective on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 target price on shares of Walmart in a report on Wednesday, July 22nd. Tigress Financial restated a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Finally, Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $138.56.

Check Out Our Latest Stock Analysis on WMT

Walmart News Summary

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Advertising expansion: Walmart completed its acquisition of Vibe.co, a self-service streaming-TV advertising platform. Integrating the company into Walmart Connect should give advertisers more tools to plan, purchase and measure connected-TV campaigns, potentially strengthening Walmart’s higher-margin advertising business. Walmart Finalizes Purchase of TV Ad Platform Vibe.co
Positive Sentiment: New growth initiatives: Walmart is expanding drone delivery in Florida through Alphabet’s Wing and offering GLP-1 weight-loss prescriptions with nutrition coaching and AI-based support. These initiatives could improve delivery competitiveness and broaden Walmart’s healthcare opportunity, although their near-term financial impact remains uncertain. Walmart Launches Florida Drone Delivery And GLP 1 Weight Loss Prescriptions
Neutral Sentiment: Long-term case remains intact: Commentators continue to cite Walmart’s scale, e-commerce investments, advertising growth and dividend stability as reasons to hold the stock over the long term. However, these are broad investment views rather than new earnings catalysts. Is Walmart a Good Long-Term Investment?
Negative Sentiment: Analyst downgrade and valuation concerns: Oppenheimer downgraded Walmart ahead of its upcoming earnings report, arguing that the stock’s “peakish valuation” leaves it vulnerable to a lower re-rating if U.S. comparable-sales growth slows. With Walmart trading at a relatively high earnings multiple, investors may demand strong guidance and continued momentum. Walmart Downgraded Ahead of Earnings

Walmart Stock Performance

NASDAQ WMT opened at $111.55 on Wednesday. The firm has a market cap of $887.72 billion, a price-to-earnings ratio of 39.14, a price-to-earnings-growth ratio of 4.13 and a beta of 0.61. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The business has a 50-day moving average price of $114.84 and a 200-day moving average price of $121.83. Walmart Inc. has a twelve month low of $95.42 and a twelve month high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter last year, the business posted $0.61 earnings per share. The firm’s revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, equities research analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $118.19, for a total transaction of $342,751.00. Following the sale, the executive vice president owned 574,953 shares in the company, valued at $67,953,695.07. This trade represents a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,710 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the completion of the transaction, the executive vice president directly owned 626,299 shares in the company, valued at $70,834,416.90. This trade represents a 0.59% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 71,439 shares of company stock worth $8,544,532. Insiders own 0.09% of the company’s stock.

Walmart Company Profile

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.