AA Financial Advisors’s Walmart Inc WMT Stock Holding History

AA Financial 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	$1.53M	Buy	13,468 +754	+6%	+$93.6K	0.18%	85
2026 Q1	$1.58M	Buy	12,714 +303	+2%	+$37.2K	0.22%	82
2025 Q4	$1.38M	Sell	12,411 -173	-1%	-$18.6K	0.26%	70
2025 Q3	$1.3M	Buy	12,584 +372	+3%	+$37K	0.25%	62
2025 Q2	$1.19M	Sell	12,212 -1,848	-13%	-$176K	0.26%	63
2025 Q1	$1.23M	Buy	14,060 +1,326	+10%	+$124K	0.3%	64
2024 Q4	$1.15M	Buy	12,734 +901	+8%	+$78.2K	0.31%	62
2024 Q3	$956K	Buy	11,833 +1,433	+14%	+$105K	0.28%	71
2024 Q2	$704K	Buy	10,400 +893	+9%	+$56.2K	0.25%	75
2024 Q1	$572K	Buy	+9,507	New	+$544K	0.23%	87

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

AA Financial Advisors's WMT Position: Q2 2026 in Review

AA Financial Advisors increased its Walmart Inc (WMT) stake by 5.9% in Q2 2026, buying an estimated $93.6K and bringing the position to 13,468 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #85.

AA Financial Advisors first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2026. 1,524 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

AA Financial Advisors held 13,468 shares of Walmart Inc worth $1.53M as of Q2 2026.
AA Financial Advisors bought 754 Walmart Inc shares in Q2 2026, an estimated $93.6K.
Walmart Inc made up 0.18% of AA Financial Advisors's portfolio in Q2 2026, its #85 holding.
AA Financial Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Walmart Inc position peaked at $1.58M in Q1 2026.
1,524 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.