Advisory Advocates’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
$938K Sell
8,281
-559
-6% -$69.4K 0.8% 27
2026
Q1
$1.1M Sell
8,840
-1,229
-12% -$151K 1.12% 22
2025
Q4
$1.12M Buy
+10,069
New +$1.08M 1.12% 20

Other funds holding WMT

Advisory Advocates's WMT Position: Q2 2026 in Review

Advisory Advocates reduced its Walmart Inc (WMT) stake by 6.3% in Q2 2026, selling an estimated $69.4K and leaving 8,281 shares worth $938K. The position accounts for 0.8% of the portfolio, ranked #27.

Advisory Advocates first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Advisory Advocates held 8,281 shares of Walmart Inc worth $938K as of Q2 2026.
  • Advisory Advocates sold 559 Walmart Inc shares in Q2 2026, an estimated $69.4K.
  • Walmart Inc made up 0.8% of Advisory Advocates's portfolio in Q2 2026, its #27 holding.
  • Advisory Advocates first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Walmart Inc position peaked at $1.12M in Q4 2025.
  • 4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.