Advisornet Financial’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.82M Buy
33,706
+1,505
+5% +$187K 0.17% 113
2026
Q1
$4M Sell
32,201
-681
-2% -$83.6K 0.21% 101
2025
Q4
$3.66M Buy
32,882
+889
+3% +$95.5K 0.2% 102
2025
Q3
$3.3M Buy
31,993
+4,160
+15% +$414K 0.19% 109
2025
Q2
$2.72M Buy
27,833
+357
+1% +$34K 0.18% 115
2025
Q1
$2.41M Buy
27,476
+4,272
+18% +$401K 0.18% 126
2024
Q4
$2.1M Buy
23,204
+90
+0.4% +$7.81K 0.18% 127
2024
Q3
$1.87M Buy
23,114
+1,911
+9% +$140K 0.14% 158
2024
Q2
$1.44M Buy
21,203
+700
+3% +$44.1K 0.13% 164
2024
Q1
$1.23M Sell
20,503
-4,403
-18% -$252K 0.12% 181
2023
Q4
$1.31M Buy
24,906
+96
+0.4% +$5.08K 0.12% 193
2023
Q3
$1.32M Sell
24,810
-15,546
-39% -$827K 0.12% 175
2023
Q2
$2.11M Buy
40,356
+1,866
+5% +$94.1K 0.18% 130
2023
Q1
$1.89M Buy
38,490
+1,353
+4% +$64.2K 0.17% 135
2022
Q4
$1.76M Buy
37,137
+186
+0.5% +$8.83K 0.17% 143
2022
Q3
$1.6M Sell
36,951
-3,732
-9% -$163K 0.16% 150
2022
Q2
$1.65M Buy
40,683
+1,425
+4% +$65.7K 0.16% 148
2022
Q1
$1.95M Sell
39,258
-588
-1% -$27.6K 0.12% 164
2021
Q4
$1.92M Buy
39,846
+1,509
+4% +$72K 0.12% 163
2021
Q3
$1.78M Sell
38,337
-7,584
-17% -$365K 0.12% 156
2021
Q2
$2.16M Sell
45,921
-2,616
-5% -$122K 0.14% 144
2021
Q1
$2.2M Buy
48,537
+837
+2% +$38.8K 0.16% 141
2020
Q4
$2.29M Sell
47,700
-4,101
-8% -$199K 0.19% 118
2020
Q3
$2.42M Sell
51,801
-3,972
-7% -$177K 0.21% 112
2020
Q2
$2.23M Sell
55,773
-5,730
-9% -$236K 0.18% 125
2020
Q1
$2.33M Buy
61,503
+5,373
+10% +$207K 0.21% 105
2019
Q4
$2.22M Buy
56,130
+3,096
+6% +$123K 0.19% 115
2019
Q3
$2.1M Buy
53,034
+11,547
+28% +$436K 0.19% 111
2019
Q2
$1.53M Buy
41,487
+1,893
+5% +$65.2K 0.17% 126
2019
Q1
$1.29M Buy
39,594
+1,956
+5% +$63.4K 0.16% 142
2018
Q4
$1.17M Buy
37,638
+1,875
+5% +$60.1K 0.16% 138
2018
Q3
$1.12M Buy
35,763
+16,689
+87% +$510K 0.14% 146
2018
Q2
$545K Buy
19,074
+1,995
+12% +$56.7K 0.07% 224
2018
Q1
$506K Buy
17,079
+1,458
+9% +$46.9K 0.07% 225
2017
Q4
$514K Buy
+15,621
New +$478K 0.08% 199

Other funds holding WMT

Advisornet Financial's WMT Position: Q2 2026 in Review

Advisornet Financial increased its Walmart Inc (WMT) stake by 4.7% in Q2 2026, buying an estimated $187K and bringing the position to 33,706 shares worth $3.82M. The position accounts for 0.17% of the portfolio, ranked #113.

Advisornet Financial first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $4M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Advisornet Financial held 33,706 shares of Walmart Inc worth $3.82M as of Q2 2026.
  • Advisornet Financial bought 1,505 Walmart Inc shares in Q2 2026, an estimated $187K.
  • Walmart Inc made up 0.17% of Advisornet Financial's portfolio in Q2 2026, its #113 holding.
  • Advisornet Financial first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Walmart Inc position peaked at $4M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.