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Accelerate Investment Advisors’s Walmart Inc WMT Stock Holding History

Accelerate Investment 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 		$302K Sell
2,670
-154
-5% -$19.1K 0.17% 97
2026
Q1 		$351K Sell
2,824
-563
-17% -$69.1K 0.23% 67
2025
Q4 		$377K Buy
3,387
+161
+5% +$17.3K 0.25% 60
2025
Q3 		$332K Sell
3,226
-71
-2% -$7.07K 0.23% 68
2025
Q2 		$322K Sell
3,297
-253
-7% -$24.1K 0.24% 67
2025
Q1 		$312K Buy
3,550
+531
+18% +$49.8K 0.26% 65
2024
Q4 		$273K Buy
+3,019
New +$262K 0.24% 66

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

Accelerate Investment Advisors's WMT Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its Walmart Inc (WMT) stake by 5.5% in Q2 2026, selling an estimated $19.1K and leaving 2,670 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #97.

Accelerate Investment Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Accelerate Investment Advisors held 2,670 shares of Walmart Inc worth $302K as of Q2 2026.
  • Accelerate Investment Advisors sold 154 Walmart Inc shares in Q2 2026, an estimated $19.1K.
  • Walmart Inc made up 0.17% of Accelerate Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Accelerate Investment Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Accelerate Investment Advisors's Walmart Inc position peaked at $377K in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.