FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Walmart Inc WMT Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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	$390K	Sell	3,447 -678	-16%	-$84.2K	0.23%	67
2026 Q1	$513K	Hold	4,125	–	–	0.32%	62
2025 Q4	$460K	Hold	4,125	–	–	0.29%	56
2025 Q3	$425K	Sell	4,125 -4	-0.1%	-$398	0.27%	56
2025 Q2	$404K	Sell	4,129 -11,585	-74%	-$1.1M	0.27%	59
2025 Q1	$1.38M	Sell	15,714 -728	-4%	-$68.3K	0.97%	24
2024 Q4	$1.49M	Buy	+16,442	New	+$1.43M	1.01%	24

Other funds holding WMT

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's WMT Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV reduced its Walmart Inc (WMT) stake by 16% in Q2 2026, selling an estimated $84.2K and leaving 3,447 shares worth $390K. The position accounts for 0.23% of the portfolio, ranked #67.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2024. 3,127 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

FIG FINANCIAL ADVISORY SERVICES INC /ADV held 3,447 shares of Walmart Inc worth $390K as of Q2 2026.
FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 678 Walmart Inc shares in Q2 2026, an estimated $84.2K.
Walmart Inc made up 0.23% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #67 holding.
FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
FIG FINANCIAL ADVISORY SERVICES INC /ADV's Walmart Inc position peaked at $1.49M in Q4 2024.
3,127 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.