AFA
WMT icon

Allium Financial Advisors’s Walmart Inc WMT Stock Holding History

Allium Financial 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 		$503K Sell
4,443
-46
-1% -$5.71K 0.33% 43
2026
Q1 		$558K Hold
4,489
– – 0.45% 34
2025
Q4 		$500K Sell
4,489
-5
-0.1% -$537 0.4% 36
2025
Q3 		$463K Sell
4,494
-40
-0.9% -$3.98K 0.38% 41
2025
Q2 		$443K Hold
4,534
– – 0.39% 41
2025
Q1 		$398K Buy
+4,534
New +$425K 0.36% 47

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allium Financial Advisors's WMT Position: Q2 2026 in Review

Allium Financial Advisors reduced its Walmart Inc (WMT) stake by 1% in Q2 2026, selling an estimated $5.71K and leaving 4,443 shares worth $503K. The position accounts for 0.33% of the portfolio, ranked #43.

Allium Financial Advisors first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $558K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Allium Financial Advisors held 4,443 shares of Walmart Inc worth $503K as of Q2 2026.
  • Allium Financial Advisors sold 46 Walmart Inc shares in Q2 2026, an estimated $5.71K.
  • Walmart Inc made up 0.33% of Allium Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Allium Financial Advisors first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Walmart Inc position peaked at $558K in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.