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American Institute for Advanced Investment Management’s Walmart Inc WMT Stock Holding History

American Institute for Advanced Investment Management’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 		$675K Buy
5,960
+95
+2% +$11.8K 0.39% 76
2026
Q1 		$729K Buy
5,865
+300
+5% +$36.8K 0.47% 64
2025
Q4 		$620K Hold
5,565
– – 0.4% 68
2025
Q3 		$574K Sell
5,565
-320
-5% -$31.9K 0.38% 72
2025
Q2 		$575K Hold
5,885
– – 0.41% 68
2025
Q1 		$517K Sell
5,885
-165
-3% -$15.5K 0.39% 72
2024
Q4 		$547K Sell
6,050
-60
-1% -$5.21K 0.41% 75
2024
Q3 		$493K Sell
6,110
-450
-7% -$33K 0.35% 73
2024
Q2 		$444K Hold
6,560
– – 0.34% 76
2024
Q1 		$395K Sell
6,560
-235
-3% -$13.4K 0.31% 87
2023
Q4 		$357K Sell
6,795
-375
-5% -$19.8K 0.32% 81
2023
Q3 		$382K Hold
7,170
– – 0.35% 78
2023
Q2 		$376K Hold
7,170
– – 0.33% 79
2023
Q1 		$352K Hold
7,170
– – 0.38% 70
2022
Q4 		$339K Hold
7,170
– – 0.31% 82
2022
Q3 		$310K Hold
7,170
– – 0.29% 79
2022
Q2 		$291K Buy
7,170
+660
+10% +$30.4K 0.25% 87
2022
Q1 		$323K Hold
6,510
– – 0.23% 86
2021
Q4 		$314K Buy
6,510
+330
+5% +$15.8K 0.21% 95
2021
Q3 		$287K Hold
6,180
– – 0.2% 96
2021
Q2 		$291K Hold
6,180
– – 0.21% 93
2021
Q1 		$280K Hold
6,180
– – 0.21% 89
2020
Q4 		$297K Buy
6,180
+300
+5% +$14.6K 0.24% 84
2020
Q3 		$274K Sell
5,880
-15
-0.3% -$667 0.25% 81
2020
Q2 		$235K Buy
5,895
+390
+7% +$16K 0.22% 83
2020
Q1 		$208K Hold
5,505
– – 0.23% 85
2019
Q4 		$218K Buy
+5,505
New +$219K 0.21% 90

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

American Institute for Advanced Investment Management's WMT Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 5,960 shares worth $675K. The position accounts for 0.39% of the portfolio, ranked #76.

American Institute for Advanced Investment Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $729K in Q1 2026. 2,998 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • American Institute for Advanced Investment Management held 5,960 shares of Walmart Inc worth $675K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 95 Walmart Inc shares in Q2 2026, an estimated $11.8K.
  • Walmart Inc made up 0.39% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #76 holding.
  • American Institute for Advanced Investment Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Walmart Inc position peaked at $729K in Q1 2026.
  • 2,998 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.