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Advisory Resource Group’s Walmart Inc WMT Stock Holding History

Advisory Resource Group’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 		$964K Buy
8,513
+54
+0.6% +$6.7K 0.15% 125
2026
Q1 		$1.05M Sell
8,459
-330
-4% -$40.5K 0.18% 112
2025
Q4 		$979K Buy
8,789
+138
+2% +$14.8K 0.17% 108
2025
Q3 		$892K Buy
8,651
+9
+0.1% +$896 0.16% 114
2025
Q2 		$845K Buy
8,642
+68
+0.8% +$6.48K 0.16% 115
2025
Q1 		$753K Sell
8,574
-470
-5% -$44.1K 0.15% 119
2024
Q4 		$817K Buy
9,044
+945
+12% +$82K 0.17% 109
2024
Q3 		$654K Buy
8,099
+1
+0% +$73 0.14% 113
2024
Q2 		$548K Sell
8,098
-115
-1% -$7.24K 0.12% 111
2024
Q1 		$494K Sell
8,213
-298
-4% -$17.1K 0.11% 116
2023
Q4 		$447K Buy
8,511
+258
+3% +$13.7K 0.11% 121
2023
Q3 		$440K Hold
8,253
– – 0.12% 116
2023
Q2 		$432K Buy
8,253
+114
+1% +$5.75K 0.12% 117
2023
Q1 		$400K Sell
8,139
-936
-10% -$44.4K 0.11% 118
2022
Q4 		$429K Sell
9,075
-579
-6% -$27.5K 0.13% 117
2022
Q3 		$417K Buy
9,654
+3
+0% +$131 0.14% 86
2022
Q2 		$391K Sell
9,651
-981
-9% -$45.2K 0.13% 83
2022
Q1 		$528K Hold
10,632
– – 0.16% 70
2021
Q4 		$495K Sell
10,632
-1,632
-13% -$77.9K 0.17% 74
2021
Q3 		$570K Sell
12,264
-2,451
-17% -$118K 0.21% 72
2021
Q2 		$692K Buy
14,715
+6
+0% +$279 0.28% 58
2021
Q1 		$666K Buy
14,709
+7,359
+100% +$341K 0.31% 49
2020
Q4 		$353K Sell
7,350
-306
-4% -$14.9K 0.18% 68
2020
Q3 		$357K Buy
7,656
+3
+0% +$133 0.21% 61
2020
Q2 		$306K Buy
7,653
+381
+5% +$15.7K 0.19% 66
2020
Q1 		$275K Sell
7,272
-48
-0.7% -$1.85K 0.21% 58
2019
Q4 		$290K Sell
7,320
-315
-4% -$12.5K 0.16% 60
2019
Q3 		$302K Sell
7,635
-33
-0.4% -$1.25K 0.16% 58
2019
Q2 		$282K Hold
7,668
– – 0.15% 57
2019
Q1 		$258K Sell
7,668
-15,423
-67% -$500K 0.14% 61
2018
Q4 		$717K Buy
+23,091
New +$740K 0.44% 35

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Resource Group's WMT Position: Q2 2026 in Review

Advisory Resource Group increased its Walmart Inc (WMT) stake by 0.64% in Q2 2026, buying an estimated $6.7K and bringing the position to 8,513 shares worth $964K. The position accounts for 0.15% of the portfolio, ranked #125.

Advisory Resource Group first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.05M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Advisory Resource Group held 8,513 shares of Walmart Inc worth $964K as of Q2 2026.
  • Advisory Resource Group bought 54 Walmart Inc shares in Q2 2026, an estimated $6.7K.
  • Walmart Inc made up 0.15% of Advisory Resource Group's portfolio in Q2 2026, its #125 holding.
  • Advisory Resource Group first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Advisory Resource Group's Walmart Inc position peaked at $1.05M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.