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

Alliance Wealth Advisors (Utah)’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	$240K	Sell	2,122 -226	-10%	-$28.1K	0.05%	213
2026 Q1	$292K	Buy	2,348 +152	+7%	+$18.7K	0.06%	192
2025 Q4	$245K	Sell	2,196 -180	-8%	-$19.3K	0.05%	228
2025 Q3	$245K	Buy	+2,376	New	+$237K	0.06%	245
2025 Q2	–	Sell	-7,266	Closed	-$638K	–	291
2025 Q1	$638K	Sell	7,266 -5,057	-41%	-$474K	0.17%	135
2024 Q4	$1.11M	Sell	12,323 -492	-4%	-$42.7K	0.29%	89
2024 Q3	$1.03M	Sell	12,815 -3,458	-21%	-$254K	0.27%	92
2024 Q2	$1.1M	Buy	16,273 +1,173	+8%	+$73.9K	0.32%	79
2024 Q1	$909K	Buy	15,100 +1,156	+8%	+$66.1K	0.27%	94
2023 Q4	$733K	Buy	13,944 +141	+1%	+$7.46K	0.25%	97
2023 Q3	$736K	Buy	13,803 +543	+4%	+$28.9K	0.27%	86
2023 Q2	$695K	Buy	13,260 +831	+7%	+$41.9K	0.26%	94
2023 Q1	$611K	Buy	12,429 +447	+4%	+$21.2K	0.25%	98
2022 Q4	$566K	Buy	+11,982	New	+$569K	0.25%	97

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) reduced its Walmart Inc (WMT) stake by 9.6% in Q2 2026, selling an estimated $28.1K and leaving 2,122 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #213.

Alliance Wealth Advisors (Utah) first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2024. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Alliance Wealth Advisors (Utah) held 2,122 shares of Walmart Inc worth $240K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 226 Walmart Inc shares in Q2 2026, an estimated $28.1K.
Walmart Inc made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #213 holding.
Alliance Wealth Advisors (Utah) first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
Alliance Wealth Advisors (Utah)'s Walmart Inc position peaked at $1.11M in Q4 2024.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.