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Acorn Wealth Advisors’s Walmart Inc WMT Stock Holding History

Acorn 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 		$694K Buy
6,126
+13
+0.2% +$1.61K 0.17% 128
2026
Q1 		$760K Buy
6,113
+130
+2% +$16K 0.22% 99
2025
Q4 		$667K Sell
5,983
-10
-0.2% -$1.07K 0.2% 111
2025
Q3 		$618K Buy
5,993
+1,968
+49% +$196K 0.19% 113
2025
Q2 		$394K Buy
4,025
+353
+10% +$33.6K 0.15% 137
2025
Q1 		$322K Sell
3,672
-52
-1% -$4.88K 0.13% 153
2024
Q4 		$336K Sell
3,724
-2
-0.1% -$174 0.14% 147
2024
Q3 		$301K Buy
3,726
+462
+14% +$33.9K 0.13% 169
2024
Q2 		$221K Buy
+3,264
New +$206K 0.11% 186
2023
Q4 		– Sell
-3,843
Closed -$205K – 197
2023
Q3 		$205K Sell
3,843
-36
-0.9% -$1.92K 0.14% 173
2023
Q2 		$203K Buy
+3,879
New +$196K 0.14% 167
2021
Q1 		– Sell
-4,305
Closed -$207K – 166
2020
Q4 		$207K Sell
4,305
-132
-3% -$6.41K 0.16% 141
2020
Q3 		$207K Buy
+4,437
New +$197K 0.18% 122
2018
Q3 		– Sell
-2,694
Closed -$75K – 450
2018
Q2 		$75K Buy
2,694
+360
+15% +$10.2K 0.06% 208
2018
Q1 		$69K Buy
2,334
+357
+18% +$11.5K 0.06% 215
2017
Q4 		$66K Buy
+1,977
New +$60.5K 0.06% 221

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Acorn Wealth Advisors increased its Walmart Inc (WMT) stake by 0.21% in Q2 2026, buying an estimated $1.61K and bringing the position to 6,126 shares worth $694K. The position accounts for 0.17% of the portfolio, ranked #128.

Acorn Wealth Advisors first reported a position in WMT in Q4 2017 and has held it in 16 quarters since. The position peaked at $760K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Acorn Wealth Advisors held 6,126 shares of Walmart Inc worth $694K as of Q2 2026.
  • Acorn Wealth Advisors bought 13 Walmart Inc shares in Q2 2026, an estimated $1.61K.
  • Walmart Inc made up 0.17% of Acorn Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Acorn Wealth Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 16 quarters since.
  • Acorn Wealth Advisors's Walmart Inc position peaked at $760K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.