Advisor Resource Council’s Walmart Inc WMT Stock Holding History

Advisor Resource Council’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	$1.22M	Buy	11,000 +405	+4%	+$50.3K	0.34%	47
2026 Q1	$1.32M	Sell	10,595 -502	-5%	-$61.6K	0.43%	36
2025 Q4	$1.37M	Buy	+11,097	New	+$1.19M	0.49%	38
2025 Q3	–	Sell	-6,365	Closed	-$622K	–	186
2025 Q2	$622K	Sell	6,365 -25,549	-80%	-$2.43M	0.24%	66
2025 Q1	$2.3M	Buy	+31,914	New	+$2.99M	0.19%	136
2024 Q4	–	Sell	-10,746	Closed	-$868K	–	275
2024 Q3	$868K	Buy	+10,746	New	+$789K	0.39%	61
2024 Q2	–	Sell	-2,941	Closed	-$464K	–	232
2024 Q1	$464K	Sell	2,941 -18,419	-86%	-$1.05M	0.2%	121
2023 Q4	$1.12M	Buy	21,360 +17,391	+438%	+$920K	0.13%	154
2023 Q3	$212K	Buy	3,969 +138	+4%	+$7.34K	0.11%	144
2023 Q2	$201K	Buy	+3,831	New	+$193K	0.09%	151
2022 Q3	–	Sell	-25,386	Closed	-$1.03M	–	518
2022 Q2	$1.03M	Buy	+25,386	New	+$1.17M	0.1%	191
2022 Q1	–	Sell	-22,740	Closed	-$1.1M	–	565
2021 Q4	$1.1M	Buy	+22,740	New	+$1.09M	0.09%	229
2021 Q3	–	Sell	-14,985	Closed	-$704K	–	509
2021 Q2	$704K	Buy	+14,985	New	+$698K	0.07%	250

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisor Resource Council's WMT Position: Q2 2026 in Review

Advisor Resource Council increased its Walmart Inc (WMT) stake by 3.8% in Q2 2026, buying an estimated $50.3K and bringing the position to 11,000 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #47.

Advisor Resource Council first reported a position in WMT in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.3M in Q1 2025. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Advisor Resource Council held 11,000 shares of Walmart Inc worth $1.22M as of Q2 2026.
Advisor Resource Council bought 405 Walmart Inc shares in Q2 2026, an estimated $50.3K.
Walmart Inc made up 0.34% of Advisor Resource Council's portfolio in Q2 2026, its #47 holding.
Advisor Resource Council first reported a position in Walmart Inc in Q2 2021 and has held it in 13 quarters since.
Advisor Resource Council's Walmart Inc position peaked at $2.3M in Q1 2025.
4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.