Advyzon Investment Management’s Walmart Inc WMT Stock Holding History

Advyzon Investment Management’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	$6.63M	Sell	58,500 -3,980	-6%	-$494K	0.48%	46
2026 Q1	$7.76M	Sell	62,480 -4,574	-7%	-$562K	0.7%	30
2025 Q4	$7.47M	Buy	67,054 +28,826	+75%	+$3.1M	0.87%	24
2025 Q3	$3.94M	Sell	38,228 -14,022	-27%	-$1.4M	0.68%	34
2025 Q2	$5.11M	Buy	52,250 +34,321	+191%	+$3.27M	1.13%	17
2025 Q1	$1.57M	Sell	17,929 -673	-4%	-$63.1K	0.56%	32
2024 Q4	$1.68M	Buy	+18,602	New	+$1.61M	0.65%	29

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

Advyzon Investment Management's WMT Position: Q2 2026 in Review

Advyzon Investment Management reduced its Walmart Inc (WMT) stake by 6.4% in Q2 2026, selling an estimated $494K and leaving 58,500 shares worth $6.63M. The position accounts for 0.48% of the portfolio, ranked #46.

Advyzon Investment Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.76M in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Advyzon Investment Management held 58,500 shares of Walmart Inc worth $6.63M as of Q2 2026.
Advyzon Investment Management sold 3,980 Walmart Inc shares in Q2 2026, an estimated $494K.
Walmart Inc made up 0.48% of Advyzon Investment Management's portfolio in Q2 2026, its #46 holding.
Advyzon Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Walmart Inc position peaked at $7.76M in Q1 2026.
4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.