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Adamsbrown Wealth Consultants’s Walmart Inc WMT Stock Holding History

Adamsbrown Wealth Consultants’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 		$2.72M Buy
23,981
+1,572
+7% +$195K 0.51% 33
2026
Q1 		$2.78M Sell
22,409
-305
-1% -$37.4K 0.74% 24
2025
Q4 		$2.53M Buy
22,714
+8
+0% +$859 0.7% 24
2025
Q3 		$2.34M Buy
22,706
+180
+0.8% +$17.9K 0.64% 25
2025
Q2 		$2.2M Buy
22,526
+765
+4% +$72.9K 0.64% 24
2025
Q1 		$1.91M Buy
21,761
+1,505
+7% +$141K 0.6% 24
2024
Q4 		$1.83M Buy
20,256
+135
+0.7% +$11.7K 0.62% 23
2024
Q3 		$1.62M Buy
20,121
+525
+3% +$38.6K 0.56% 22
2024
Q2 		$1.33M Buy
19,596
+305
+2% +$19.2K 0.52% 20
2024
Q1 		$1.16M Buy
19,291
+46
+0.2% +$2.63K 0.47% 26
2023
Q4 		$1.01M Buy
19,245
+522
+3% +$27.6K 0.44% 27
2023
Q3 		$998K Buy
18,723
+204
+1% +$10.9K 0.49% 28
2023
Q2 		$970K Buy
18,519
+9
+0% +$454 0.51% 28
2023
Q1 		$910K Sell
18,510
-15,894
-46% -$754K 0.52% 29
2022
Q4 		$1.63M Buy
34,404
+36
+0.1% +$1.71K 0.99% 19
2022
Q3 		$1.49M Buy
34,368
+84
+0.2% +$3.68K 1.13% 17
2022
Q2 		$1.39M Buy
34,284
+135
+0.4% +$6.22K 1.09% 18
2022
Q1 		$1.7M Buy
34,149
+22,989
+206% +$1.08M 1.34% 14
2021
Q4 		$538K Buy
+11,160
New +$533K 0.49% 37

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Adamsbrown Wealth Consultants's WMT Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Walmart Inc (WMT) stake by 7% in Q2 2026, buying an estimated $195K and bringing the position to 23,981 shares worth $2.72M. The position accounts for 0.51% of the portfolio, ranked #33.

Adamsbrown Wealth Consultants first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Adamsbrown Wealth Consultants held 23,981 shares of Walmart Inc worth $2.72M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 1,572 Walmart Inc shares in Q2 2026, an estimated $195K.
  • Walmart Inc made up 0.51% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #33 holding.
  • Adamsbrown Wealth Consultants first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Walmart Inc position peaked at $2.78M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.