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Alta Wealth Advisors’s Walmart Inc WMT Stock Holding History

Alta 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 		$1.68M Sell
14,812
-495
-3% -$61.5K 0.45% 51
2026
Q1 		$1.9M Buy
15,307
+67
+0.4% +$8.23K 0.62% 36
2025
Q4 		$1.7M Buy
15,240
+596
+4% +$64K 0.57% 41
2025
Q3 		$1.51M Sell
14,644
-190
-1% -$18.9K 0.54% 45
2025
Q2 		$1.45M Sell
14,834
-16
-0.1% -$1.52K 0.68% 33
2025
Q1 		$1.3M Buy
14,850
+290
+2% +$27.2K 0.6% 42
2024
Q4 		$1.32M Sell
14,560
-42
-0.3% -$3.65K 0.58% 40
2024
Q3 		$1.18M Buy
14,602
+1,339
+10% +$98.3K 0.54% 46
2024
Q2 		$898K Sell
13,263
-3
-0% -$189 0.45% 52
2024
Q1 		$798K Buy
13,266
+27
+0.2% +$1.54K 0.41% 58
2023
Q4 		$696K Sell
13,239
-3,123
-19% -$165K 0.39% 66
2023
Q3 		$872K Buy
16,362
+11,259
+221% +$599K 0.53% 54
2023
Q2 		$267K Buy
5,103
+6
+0.1% +$303 0.16% 121
2023
Q1 		$250K Buy
5,097
+3
+0.1% +$142 0.16% 127
2022
Q4 		$241K Sell
5,094
-84
-2% -$3.99K 0.16% 132
2022
Q3 		$224K Buy
5,178
+9
+0.2% +$394 0.16% 126
2022
Q2 		$208K Sell
5,169
-1,227
-19% -$56.6K 0.14% 130
2022
Q1 		$317K Buy
6,396
+363
+6% +$17K 0.19% 125
2021
Q4 		$291K Buy
+6,033
New +$288K 0.18% 127

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

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

Alta Wealth Advisors reduced its Walmart Inc (WMT) stake by 3.2% in Q2 2026, selling an estimated $61.5K and leaving 14,812 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #51.

Alta Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Alta Wealth Advisors held 14,812 shares of Walmart Inc worth $1.68M as of Q2 2026.
  • Alta Wealth Advisors sold 495 Walmart Inc shares in Q2 2026, an estimated $61.5K.
  • Walmart Inc made up 0.45% of Alta Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Alta Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Alta Wealth Advisors's Walmart Inc position peaked at $1.9M in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.