Advisory Resource Group’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 | $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
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. 4,425 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.
- 4,425 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.