Alliance Wealth Advisors (Pennsylvania)’s Walmart Inc WMT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$591K	Buy	5,215 +261	+5%	+$32.4K	0.19%	72
2026 Q1	$616K	Buy	4,954 +4	+0.1%	+$491	0.27%	58
2025 Q4	$551K	Hold	4,950	–	–	0.24%	66
2025 Q3	$510K	Buy	4,950 +5	+0.1%	+$498	0.23%	71
2025 Q2	$483K	Buy	4,945 +219	+5%	+$20.9K	0.25%	70
2025 Q1	$415K	Buy	4,726 +5	+0.1%	+$469	0.24%	80
2024 Q4	$427K	Buy	4,721 +309	+7%	+$26.8K	0.24%	78
2024 Q3	$356K	Buy	4,412 +456	+12%	+$33.5K	0.2%	94
2024 Q2	$268K	Sell	3,956 -5	-0.1%	-$315	0.17%	115
2024 Q1	$238K	Buy	+3,961	New	+$227K	0.15%	124

Other funds holding WMT

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s WMT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Walmart Inc (WMT) stake by 5.3% in Q2 2026, buying an estimated $32.4K and bringing the position to 5,215 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #72.

Alliance Wealth Advisors (Pennsylvania) first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $616K in Q1 2026. 803 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 5,215 shares of Walmart Inc worth $591K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) bought 261 Walmart Inc shares in Q2 2026, an estimated $32.4K.
Walmart Inc made up 0.19% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #72 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s Walmart Inc position peaked at $616K in Q1 2026.
803 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.