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Aaron Wealth Advisors’s Walmart Inc WMT Stock Holding History

Aaron 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 		$10.6M Sell
93,516
-1,380
-1% -$171K 0.54% 31
2026
Q1 		$11.8M Sell
94,896
-11,410
-11% -$1.4M 0.67% 24
2025
Q4 		$11.8M Buy
106,306
+9,328
+10% +$1M 0.65% 26
2025
Q3 		$9.99M Buy
96,978
+29,499
+44% +$2.94M 0.59% 27
2025
Q2 		$6.6M Buy
67,479
+1,235
+2% +$118K 0.67% 25
2025
Q1 		$5.82M Buy
66,244
+841
+1% +$78.9K 0.67% 23
2024
Q4 		$5.91M Buy
65,403
+2,379
+4% +$206K 0.69% 23
2024
Q3 		$5.09M Buy
63,024
+4,844
+8% +$356K 0.61% 23
2024
Q2 		$3.94M Buy
58,180
+2,985
+5% +$188K 0.55% 28
2024
Q1 		$3.32M Buy
55,195
+5,584
+11% +$320K 0.48% 32
2023
Q4 		$2.61M Sell
49,611
-45,294
-48% -$2.4M 0.43% 31
2023
Q3 		$5.06M Buy
94,905
+225
+0.2% +$12K 0.65% 24
2023
Q2 		$4.96M Buy
94,680
+711
+0.8% +$35.9K 0.65% 32
2023
Q1 		$4.62M Sell
93,969
-873
-0.9% -$41.4K 0.64% 35
2022
Q4 		$4.48M Buy
94,842
+14,577
+18% +$692K 0.65% 35
2022
Q3 		$3.47M Buy
80,265
+22,944
+40% +$1.01M 0.64% 37
2022
Q2 		$2.32M Sell
57,321
-7,632
-12% -$352K 0.58% 35
2022
Q1 		$3.22M Buy
64,953
+396
+0.6% +$18.6K 0.74% 27
2021
Q4 		$3.11M Buy
64,557
+42,795
+197% +$2.04M 0.87% 28
2021
Q3 		$1.01M Sell
21,762
-183
-0.8% -$8.82K 0.29% 47
2021
Q2 		$1.03M Buy
21,945
+195
+0.9% +$9.08K 0.34% 49
2021
Q1 		$984K Buy
21,750
+11,046
+103% +$512K 0.36% 49
2020
Q4 		$514K Buy
+10,704
New +$520K 0.19% 76

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 $3.37T AUM 44.26% 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

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

Aaron Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $171K and leaving 93,516 shares worth $10.6M. The position accounts for 0.54% of the portfolio, ranked #31.

Aaron Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q4 2025. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Aaron Wealth Advisors held 93,516 shares of Walmart Inc worth $10.6M as of Q2 2026.
  • Aaron Wealth Advisors sold 1,380 Walmart Inc shares in Q2 2026, an estimated $171K.
  • Walmart Inc made up 0.54% of Aaron Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Aaron Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Walmart Inc position peaked at $11.8M in Q4 2025.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.