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Accel Wealth Management’s Walmart Inc WMT Stock Holding History

Accel Wealth Management’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 		$953K Sell
8,410
-355
-4% -$44.1K 0.21% 105
2026
Q1 		$1.09M Buy
8,765
+543
+7% +$66.7K 0.28% 87
2025
Q4 		$916K Buy
8,222
+1,203
+17% +$129K 0.25% 94
2025
Q3 		$723K Buy
7,019
+84
+1% +$8.36K 0.21% 111
2025
Q2 		$678K Buy
6,935
+340
+5% +$32.4K 0.23% 103
2025
Q1 		$579K Buy
6,595
+740
+13% +$69.4K 0.21% 111
2024
Q4 		$529K Sell
5,855
-278
-5% -$24.1K 0.2% 123
2024
Q3 		$495K Buy
6,133
+199
+3% +$14.6K 0.18% 129
2024
Q2 		$402K Buy
5,934
+1,809
+44% +$114K 0.16% 136
2024
Q1 		$248K Buy
+4,125
New +$236K 0.11% 182
2023
Q2 		– Sell
-2,472
Closed -$121K – 882
2023
Q1 		$121K Buy
2,472
+48
+2% +$2.28K 0.05% 290
2022
Q4 		$114K Buy
2,424
+21
+0.9% +$997 0.05% 223
2022
Q3 		$107K Sell
2,403
-444
-16% -$19.4K 0.06% 235
2022
Q2 		$123K Buy
2,847
+438
+18% +$20.2K 0.07% 205
2022
Q1 		$121K Sell
2,409
-747
-24% -$35.1K 0.06% 230
2021
Q4 		$152K Buy
3,156
+51
+2% +$2.44K 0.07% 196
2021
Q3 		$144K Buy
3,105
+6
+0.2% +$289 0.09% 173
2021
Q2 		$146K Buy
3,099
+261
+9% +$12.2K 0.1% 189
2021
Q1 		$129K Buy
2,838
+681
+32% +$31.5K 0.1% 182
2020
Q4 		$104K Buy
+2,157
New +$105K 0.1% 202

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accel Wealth Management's WMT Position: Q2 2026 in Review

Accel Wealth Management reduced its Walmart Inc (WMT) stake by 4.1% in Q2 2026, selling an estimated $44.1K and leaving 8,410 shares worth $953K. The position accounts for 0.21% of the portfolio, ranked #105.

Accel Wealth Management first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.09M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Accel Wealth Management held 8,410 shares of Walmart Inc worth $953K as of Q2 2026.
  • Accel Wealth Management sold 355 Walmart Inc shares in Q2 2026, an estimated $44.1K.
  • Walmart Inc made up 0.21% of Accel Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Accel Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's Walmart Inc position peaked at $1.09M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.