Aletheian Wealth Advisors’s Walmart Inc WMT Stock Holding History

Aletheian Wealth Advisors’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	$575K	Buy	5,076 +571	+13%	+$70.9K	0.25%	60
2026 Q1	$560K	Buy	+4,505	New	+$553K	0.27%	53
2025 Q3	$512K	Sell	4,967 -28	-0.6%	-$2.79K	0.24%	58
2025 Q2	$488K	Sell	4,995 -249	-5%	-$23.7K	0.24%	58
2025 Q1	$460K	Buy	5,244 +568	+12%	+$53.3K	0.26%	59
2024 Q4	$422K	Buy	4,676 +266	+6%	+$23.1K	0.25%	58
2024 Q3	$356K	Buy	4,410 +10	+0.2%	+$734	0.21%	62
2024 Q2	$298K	Buy	4,400 +627	+17%	+$39.5K	0.16%	74
2024 Q1	$227K	Buy	+3,773	New	+$216K	0.12%	76
2023 Q1	–	Sell	-7,272	Closed	-$344K	–	85
2022 Q4	$344K	Buy	+7,272	New	+$345K	0.3%	63

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aletheian Wealth Advisors's WMT Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Walmart Inc (WMT) stake by 13% in Q2 2026, buying an estimated $70.9K and bringing the position to 5,076 shares worth $575K. The position accounts for 0.25% of the portfolio, ranked #60.

Aletheian Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 10 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Aletheian Wealth Advisors held 5,076 shares of Walmart Inc worth $575K as of Q2 2026.
Aletheian Wealth Advisors bought 571 Walmart Inc shares in Q2 2026, an estimated $70.9K.
Walmart Inc made up 0.25% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Aletheian Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 10 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.