AdviceOne Advisory Services’s Walmart Inc WMT Stock Holding History

AdviceOne 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	$323K	Hold	2,853	–	–	0.18%	32
2026 Q1	$355K	Sell	2,853 -203	-7%	-$24.9K	0.21%	26
2025 Q4	$340K	Sell	3,056 -2,057	-40%	-$221K	0.2%	28
2025 Q3	$527K	Hold	5,113	–	–	0.35%	13
2025 Q2	$500K	Sell	5,113 -1,970	-28%	-$188K	0.37%	14
2025 Q1	$622K	Sell	7,083 -243	-3%	-$22.8K	0.51%	10
2024 Q4	$662K	Buy	+7,326	New	+$636K	0.59%	8

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

AdviceOne Advisory Services's WMT Position: Q2 2026 in Review

AdviceOne Advisory Services held its Walmart Inc (WMT) position steady in Q2 2026 at 2,853 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #32.

AdviceOne Advisory Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q4 2024. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

AdviceOne Advisory Services held 2,853 shares of Walmart Inc worth $323K as of Q2 2026.
AdviceOne Advisory Services left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.18% of AdviceOne Advisory Services's portfolio in Q2 2026, its #32 holding.
AdviceOne Advisory Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
AdviceOne Advisory Services's Walmart Inc position peaked at $662K in Q4 2024.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.