AFIA
WMT icon

America First Investment Advisors’s Walmart Inc WMT Stock Holding History

America First Investment 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 		$493K Buy
+4,350
New +$540K 0.09% 39
2024
Q3 		– Sell
-1,113
Closed -$75.4K – 78
2024
Q2 		$75.4K Hold
1,113
– – 0.02% 49
2024
Q1 		$67K Hold
1,113
– – 0.02% 52
2023
Q4 		$58.5K Hold
1,113
– – 0.02% 53
2023
Q3 		$59.3K Hold
1,113
– – 0.02% 50
2023
Q2 		$58.3K Hold
1,113
– – 0.02% 52
2023
Q1 		$54.7K Buy
+1,113
New +$52.8K 0.02% 52

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 $3.38T AUM 44.17% 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

America First Investment Advisors's WMT Position: Q2 2026 in Review

America First Investment Advisors opened a new position in Walmart Inc (WMT) in Q2 2026: 4,350 shares worth $493K. The stake represents 0.09% of the portfolio and ranks #39 among its holdings. This is a return to the name: America First Investment Advisors previously reported a position in WMT as recently as Q2 2024.

America First Investment Advisors first reported a position in WMT in Q1 2023 and has held it in 7 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • America First Investment Advisors held 4,350 shares of Walmart Inc worth $493K as of Q2 2026.
  • Walmart Inc was a new America First Investment Advisors position in Q2 2026.
  • Walmart Inc made up 0.09% of America First Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • America First Investment Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 7 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on America First Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.