AFAS
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Acorn Financial Advisory Services’s Walmart Inc WMT Stock Holding History

Acorn Financial Advisory Services’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 		$304K Sell
2,683
-271
-9% -$33.6K 0.04% 173
2026
Q1 		$367K Sell
2,954
-14
-0.5% -$1.72K 0.05% 149
2025
Q4 		$331K Sell
2,968
-788
-21% -$84.6K 0.05% 154
2025
Q3 		$387K Buy
3,756
+196
+6% +$19.5K 0.06% 133
2025
Q2 		$348K Sell
3,560
-50
-1% -$4.76K 0.06% 141
2025
Q1 		$317K Sell
3,610
-649
-15% -$60.9K 0.06% 139
2024
Q4 		$385K Sell
4,259
-30
-0.7% -$2.6K 0.06% 139
2024
Q3 		$346K Sell
4,289
-104
-2% -$7.64K 0.06% 147
2024
Q2 		$297K Buy
4,393
+298
+7% +$18.8K 0.06% 156
2024
Q1 		$246K Sell
4,095
-5,526
-57% -$316K 0.05% 178
2023
Q4 		$505K Buy
9,621
+48
+0.5% +$2.54K 0.09% 140
2023
Q3 		$510K Buy
9,573
+528
+6% +$28.1K 0.09% 130
2023
Q2 		$474K Buy
9,045
+183
+2% +$9.23K 0.08% 138
2023
Q1 		$436K Buy
8,862
+792
+10% +$37.6K 0.08% 137
2022
Q4 		$382K Buy
8,070
+15
+0.2% +$712 0.08% 146
2022
Q3 		$348K Sell
8,055
-54
-0.7% -$2.37K 0.08% 154
2022
Q2 		$328K Buy
8,109
+186
+2% +$8.58K 0.08% 160
2022
Q1 		$394K Sell
7,923
-423
-5% -$19.9K 0.08% 161
2021
Q4 		$403K Buy
8,346
+111
+1% +$5.3K 0.08% 156
2021
Q3 		$382K Sell
8,235
-2,877
-26% -$139K 0.12% 153
2021
Q2 		$523K Buy
11,112
+348
+3% +$16.2K 0.15% 143
2021
Q1 		$491K Buy
10,764
+723
+7% +$33.5K 0.18% 126
2020
Q4 		$484K Buy
10,041
+30
+0.3% +$1.46K 0.19% 126
2020
Q3 		$467K Buy
10,011
+450
+5% +$20K 0.24% 111
2020
Q2 		$382K Buy
9,561
+84
+0.9% +$3.46K 0.27% 121
2020
Q1 		$360K Buy
9,477
+87
+0.9% +$3.35K 0.36% 103
2019
Q4 		$372K Buy
+9,390
New +$373K 0.31% 111

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 $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's WMT Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Walmart Inc (WMT) stake by 9.2% in Q2 2026, selling an estimated $33.6K and leaving 2,683 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #173.

Acorn Financial Advisory Services first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $523K in Q2 2021. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Acorn Financial Advisory Services held 2,683 shares of Walmart Inc worth $304K as of Q2 2026.
  • Acorn Financial Advisory Services sold 271 Walmart Inc shares in Q2 2026, an estimated $33.6K.
  • Walmart Inc made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #173 holding.
  • Acorn Financial Advisory Services first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Walmart Inc position peaked at $523K in Q2 2021.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.