Allied Investment Advisors’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 | $2.3M | Sell |
20,284
-240
| -1% | -$29.8K | 0.29% | 47 |
|
|
2026
Q1 | $2.55M | Hold |
20,524
| – | – | 0.37% | 43 |
|
|
2025
Q4 | $2.29M | Buy |
20,524
+48
| +0.2% | +$5.15K | 0.35% | 42 |
|
|
2025
Q3 | $2.11M | Hold |
20,476
| – | – | 0.34% | 41 |
|
|
2025
Q2 | $2M | Buy |
20,476
+1,313
| +7% | +$125K | 0.35% | 41 |
|
|
2025
Q1 | $1.68M | Buy |
19,163
+161
| +0.8% | +$15.1K | 0.32% | 41 |
|
|
2024
Q4 | $1.72M | Buy |
19,002
+2,016
| +12% | +$175K | 0.35% | 37 |
|
|
2024
Q3 | $1.37M | Hold |
16,986
| – | – | 0.27% | 40 |
|
|
2024
Q2 | $1.15M | Sell |
16,986
-780
| -4% | -$49.1K | 0.27% | 39 |
|
|
2024
Q1 | $1.07M | Sell |
17,766
-3,705
| -17% | -$212K | 0.26% | 39 |
|
|
2023
Q4 | $1.13M | Sell |
21,471
-3,753
| -15% | -$199K | 0.31% | 36 |
|
|
2023
Q3 | $1.34M | Sell |
25,224
-137,799
| -85% | -$7.33M | 0.4% | 36 |
|
|
2023
Q2 | $8.54M | Buy |
163,023
+5,586
| +4% | +$282K | 2.47% | 17 |
|
|
2023
Q1 | $7.74M | Buy |
157,437
+3,552
| +2% | +$169K | 2.4% | 20 |
|
|
2022
Q4 | $7.27M | Buy |
153,885
+2,667
| +2% | +$127K | 2.27% | 27 |
|
|
2022
Q3 | $6.54M | Buy |
151,218
+6,105
| +4% | +$267K | 2.44% | 20 |
|
|
2022
Q2 | $5.88M | Buy |
145,113
+6,474
| +5% | +$299K | 2.11% | 29 |
|
|
2022
Q1 | $6.88M | Buy |
138,639
+11,052
| +9% | +$519K | 2.24% | 26 |
|
|
2021
Q4 | $6.15M | Buy |
127,587
+1,566
| +1% | +$74.8K | 2.11% | 27 |
|
|
2021
Q3 | $5.86M | Buy |
126,021
+576
| +0.5% | +$27.8K | 2.21% | 25 |
|
|
2021
Q2 | $5.9M | Buy |
125,445
+3,885
| +3% | +$181K | 2.22% | 26 |
|
|
2021
Q1 | $5.5M | Buy |
121,560
+5,886
| +5% | +$273K | 2.36% | 24 |
|
|
2020
Q4 | $5.56M | Sell |
115,674
-1,428
| -1% | -$69.3K | 2.67% | 17 |
|
|
2020
Q3 | $5.46M | Sell |
117,102
-2,580
| -2% | -$115K | 2.94% | 13 |
|
|
2020
Q2 | $4.78M | Sell |
119,682
-8,673
| -7% | -$357K | 2.75% | 15 |
|
|
2020
Q1 | $4.86M | Sell |
128,355
-10,920
| -8% | -$420K | 3.51% | 5 |
|
|
2019
Q4 | $5.52M | Sell |
139,275
-240
| -0.2% | -$9.53K | 3.26% | 11 |
|
|
2019
Q3 | $5.52M | Sell |
139,515
-2,121
| -1% | -$80K | 3.56% | 8 |
|
|
2019
Q2 | $5.22M | Sell |
141,636
-1,350
| -0.9% | -$46.5K | 3.5% | 7 |
|
|
2019
Q1 | $4.65M | Sell |
142,986
-930
| -0.6% | -$30.2K | 3.22% | 11 |
|
|
2018
Q4 | $4.47M | Buy |
143,916
+3,927
| +3% | +$126K | 3.69% | 9 |
|
|
2018
Q3 | $4.38M | Buy |
139,989
+1,215
| +0.9% | +$37.2K | 3.26% | 12 |
|
|
2018
Q2 | $3.96M | Sell |
138,774
-240
| -0.2% | -$6.82K | 3.23% | 14 |
|
|
2018
Q1 | $4.12M | Sell |
139,014
-9,090
| -6% | -$292K | 3.4% | 10 |
|
|
2017
Q4 | $4.88M | Buy |
+148,104
| New | +$4.53M | 4.11% | 9 |
|
Other funds holding WMT
Allied Investment Advisors's WMT Position: Q2 2026 in Review
Allied Investment Advisors reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $29.8K and leaving 20,284 shares worth $2.3M. The position accounts for 0.29% of the portfolio, ranked #47.
Allied Investment Advisors first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.54M in Q2 2023. 2,108 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Allied Investment Advisors held 20,284 shares of Walmart Inc worth $2.3M as of Q2 2026.
- Allied Investment Advisors sold 240 Walmart Inc shares in Q2 2026, an estimated $29.8K.
- Walmart Inc made up 0.29% of Allied Investment Advisors's portfolio in Q2 2026, its #47 holding.
- Allied Investment Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
- Allied Investment Advisors's Walmart Inc position peaked at $8.54M in Q2 2023.
- 2,108 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.