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Adapt Wealth Advisors’s Walmart Inc WMT Stock Holding History

Adapt 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 		$334K Buy
2,946
+3
+0.1% +$372 0.11% 70
2026
Q1 		$366K Hold
2,943
– – 0.13% 69
2025
Q4 		$328K Sell
2,943
-162
-5% -$17.4K 0.11% 79
2025
Q3 		$320K Buy
3,105
+257
+9% +$25.6K 0.12% 81
2025
Q2 		$278K Sell
2,848
-167
-6% -$15.9K 0.12% 52
2025
Q1 		$265K Sell
3,015
-180
-6% -$16.9K 0.13% 51
2024
Q4 		$289K Hold
3,195
– – 0.14% 61
2024
Q3 		$258K Buy
3,195
+130
+4% +$9.55K 0.14% 60
2024
Q2 		$208K Buy
+3,065
New +$193K 0.13% 63

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

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

Adapt Wealth Advisors increased its Walmart Inc (WMT) stake by 0.1% in Q2 2026, buying an estimated $372 and bringing the position to 2,946 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #70.

Adapt Wealth Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $366K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Adapt Wealth Advisors held 2,946 shares of Walmart Inc worth $334K as of Q2 2026.
  • Adapt Wealth Advisors bought 3 Walmart Inc shares in Q2 2026, an estimated $372.
  • Walmart Inc made up 0.11% of Adapt Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Adapt Wealth Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Walmart Inc position peaked at $366K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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