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Advanced Asset Management Advisors’s Walmart Inc WMT Stock Holding History

Advanced Asset Management 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 		$11.2M Buy
98,490
+49
+0% +$6.08K 2.94% 10
2026
Q1 		$12.2M Hold
98,441
– – 3.38% 5
2025
Q4 		$11M Hold
98,441
– – 2.99% 7
2025
Q3 		$10.1M Hold
98,441
– – 2.71% 14
2025
Q2 		$9.63M Sell
98,441
-36,998
-27% -$3.53M 2.6% 16
2025
Q1 		$11.9M Buy
135,439
+23,200
+21% +$2.18M 3.27% 6
2024
Q4 		$10.1M Sell
112,239
-526
-0.5% -$45.6K 2.66% 10
2024
Q3 		$7.64M Hold
112,765
– – 2.04% 17
2024
Q2 		$7.64M Sell
112,765
-80
-0.1% -$5.04K 2.03% 17
2024
Q1 		$6.79M Hold
112,845
– – 1.68% 23
2023
Q4 		$5.93M Sell
112,845
-105
-0.1% -$5.56K 1.41% 27
2023
Q3 		$6.02M Hold
112,950
– – 1.44% 26
2023
Q2 		$5.92M Buy
112,950
+3
+0% +$151 1.37% 28
2023
Q1 		$5.55M Hold
112,947
– – 1.35% 30
2022
Q4 		$5.34M Hold
112,947
– – 1.34% 28
2022
Q3 		$4.88M Buy
112,947
+165
+0.1% +$7.23K 1.34% 29
2022
Q2 		$4.57M Buy
112,782
+120
+0.1% +$5.53K 1.17% 34
2022
Q1 		$5.59M Sell
112,662
-2,040
-2% -$95.8K 1.23% 32
2021
Q4 		$5.53M Hold
114,702
– – 1.15% 30
2021
Q3 		$5.33M Sell
114,702
-192
-0.2% -$9.25K 1.14% 29
2021
Q2 		$5.4M Sell
114,894
-537
-0.5% -$25K 1.14% 30
2021
Q1 		$5.23M Sell
115,431
-150
-0.1% -$6.95K 1.16% 31
2020
Q4 		$5.55M Hold
115,581
– – 1.3% 24
2020
Q3 		$5.39M Hold
115,581
– – 1.43% 21
2020
Q2 		$4.62M Buy
115,581
+20,523
+22% +$844K 1.35% 26
2020
Q1 		$3.6M Sell
95,058
-57
-0.1% -$2.19K 1.25% 21
2019
Q4 		$3.77M Sell
95,115
-360
-0.4% -$14.3K 1.14% 23
2019
Q3 		$3.78M Buy
95,475
+330
+0.3% +$12.5K 1.21% 20
2019
Q2 		$3.5M Sell
95,145
-819
-0.9% -$28.2K 1.21% 21
2019
Q1 		$3.12M Sell
95,964
-1,980
-2% -$64.2K 1.11% 22
2018
Q4 		$3.04M Buy
97,944
+10,644
+12% +$341K 0.97% 25
2018
Q3 		$2.73M Sell
87,300
-9,711
-10% -$297K 0.99% 17
2018
Q2 		$2.77M Buy
97,011
+20,403
+27% +$580K 0.89% 19
2018
Q1 		$2.27M Buy
76,608
+3
+0% +$96 0.75% 27
2017
Q4 		$2.52M Buy
+76,605
New +$2.34M 0.83% 25

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Advanced Asset Management Advisors's WMT Position: Q2 2026 in Review

Advanced Asset Management Advisors increased its Walmart Inc (WMT) stake by 0.05% in Q2 2026, buying an estimated $6.08K and bringing the position to 98,490 shares worth $11.2M. The position accounts for 2.94% of the portfolio, ranked #10.

Advanced Asset Management Advisors first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.2M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Advanced Asset Management Advisors held 98,490 shares of Walmart Inc worth $11.2M as of Q2 2026.
  • Advanced Asset Management Advisors bought 49 Walmart Inc shares in Q2 2026, an estimated $6.08K.
  • Walmart Inc made up 2.94% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #10 holding.
  • Advanced Asset Management Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
  • Advanced Asset Management Advisors's Walmart Inc position peaked at $12.2M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.