American Capital Advisory’s Walmart Inc WMT Stock Holding History

American Capital Advisory’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	$1.72M	Buy	15,158 +2	+0%	+$248	0.62%	27
2026 Q1	$1.88M	Sell	15,156 -74	-0.5%	-$9.09K	0.76%	26
2025 Q4	$1.7M	Buy	15,230 +72	+0.5%	+$7.73K	0.74%	28
2025 Q3	$1.56M	Buy	15,158 +13	+0.1%	+$1.29K	0.72%	32
2025 Q2	$1.48M	Buy	15,145 +180	+1%	+$17.1K	0.74%	30
2025 Q1	$1.31M	Buy	14,965 +164	+1%	+$15.4K	0.71%	32
2024 Q4	$1.34M	Sell	14,801 -655	-4%	-$56.8K	0.74%	30
2024 Q3	$1.25M	Buy	15,456 +10,304	+200%	+$757K	0.72%	34
2024 Q2	$812K	Buy	5,152 +1,029	+25%	+$64.8K	0.58%	38
2024 Q1	$608K	Sell	4,123 -11,333	-73%	-$648K	0.53%	47
2023 Q4	$812K	Buy	+15,456	New	+$818K	0.58%	38

Other funds holding WMT

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

American Capital Advisory's WMT Position: Q2 2026 in Review

American Capital Advisory increased its Walmart Inc (WMT) stake by 0.01% in Q2 2026, buying an estimated $248 and bringing the position to 15,158 shares worth $1.72M. The position accounts for 0.62% of the portfolio, ranked #27.

American Capital Advisory first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2026. 1,873 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

American Capital Advisory held 15,158 shares of Walmart Inc worth $1.72M as of Q2 2026.
American Capital Advisory bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
Walmart Inc made up 0.62% of American Capital Advisory's portfolio in Q2 2026, its #27 holding.
American Capital Advisory first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Walmart Inc position peaked at $1.88M in Q1 2026.
1,873 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.