Ameritas Advisory Services’s Walmart Inc WMT Stock Holding History

Ameritas Advisory Services’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	$15.9M	Buy	140,738 +61,651	+78%	+$7.65M	0.32%	77
2026 Q1	$9.83M	Sell	79,087 -1,572	-2%	-$193K	0.38%	64
2025 Q4	$8.99M	Buy	80,659 +4,780	+6%	+$513K	0.34%	70
2025 Q3	$7.82M	Buy	75,879 +13,533	+22%	+$1.35M	0.51%	44
2025 Q2	$6.1M	Sell	62,346 -40,400	-39%	-$3.85M	0.32%	55
2025 Q1	$9.17M	Sell	102,746 -9,241	-8%	-$867K	0.37%	50
2024 Q4	$10.1M	Buy	111,987 +17,799	+19%	+$1.54M	0.35%	55
2024 Q3	$7.61M	Sell	94,188 -11,432	-11%	-$840K	0.33%	60
2024 Q2	$7.15M	Buy	105,620 +8,933	+9%	+$563K	0.27%	76
2024 Q1	$5.79M	Buy	96,687 +10,338	+12%	+$592K	0.24%	87
2023 Q4	$4.75M	Sell	86,349 -15,831	-15%	-$838K	0.26%	86
2023 Q3	$5.48M	Buy	102,180 +42,237	+70%	+$2.25M	0.27%	73
2023 Q2	$3.07M	Sell	59,943 -34,962	-37%	-$1.76M	0.39%	53
2023 Q1	$4.73M	Sell	94,905 -49,134	-34%	-$2.33M	0.24%	87
2022 Q4	$6.81M	Buy	144,039 +32,286	+29%	+$1.53M	0.32%	71
2022 Q3	$4.83M	Buy	111,753 +19,377	+21%	+$849K	0.29%	77
2022 Q2	$3.74M	Buy	92,376 +7,518	+9%	+$347K	0.22%	100
2022 Q1	$4.21M	Buy	84,858 +303	+0.4%	+$14.2K	0.15%	101
2021 Q4	$4.08M	Buy	+84,555	New	+$4.04M	0.15%	113

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameritas Advisory Services's WMT Position: Q2 2026 in Review

Ameritas Advisory Services increased its Walmart Inc (WMT) stake by 78% in Q2 2026, buying an estimated $7.65M and bringing the position to 140,738 shares worth $15.9M. The position accounts for 0.32% of the portfolio, ranked #77.

Ameritas Advisory Services first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Ameritas Advisory Services held 140,738 shares of Walmart Inc worth $15.9M as of Q2 2026.
Ameritas Advisory Services bought 61,651 Walmart Inc shares in Q2 2026, an estimated $7.65M.
Walmart Inc made up 0.32% of Ameritas Advisory Services's portfolio in Q2 2026, its #77 holding.
Ameritas Advisory Services first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.