AWA
WMT icon

A4 Wealth Advisors’s Walmart Inc WMT Stock Holding History

A4 Wealth Advisors’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 		$265K Sell
2,344
-64
-3% -$7.95K 0.18% 74
2026
Q1 		$299K Sell
2,408
-945
-28% -$116K 0.24% 63
2025
Q4 		$374K Sell
3,353
-2,163
-39% -$232K 0.32% 64
2025
Q3 		$568K Buy
+5,516
New +$549K 0.48% 57

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

A4 Wealth Advisors's WMT Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.7% in Q2 2026, selling an estimated $7.95K and leaving 2,344 shares worth $265K. The position accounts for 0.18% of the portfolio, ranked #74.

A4 Wealth Advisors first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q3 2025. 2,157 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • A4 Wealth Advisors held 2,344 shares of Walmart Inc worth $265K as of Q2 2026.
  • A4 Wealth Advisors sold 64 Walmart Inc shares in Q2 2026, an estimated $7.95K.
  • Walmart Inc made up 0.18% of A4 Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • A4 Wealth Advisors first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Walmart Inc position peaked at $568K in Q3 2025.
  • 2,157 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.