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Amicus Financial Advisors’s Walmart Inc WMT Stock Holding History

Amicus Financial 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 		$323K Sell
2,856
-83
-3% -$10.3K 0.08% 70
2026
Q1 		$365K Buy
2,939
+150
+5% +$18.4K 0.1% 66
2025
Q4 		$311K Buy
+2,789
New +$299K 0.09% 69

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

Amicus Financial Advisors's WMT Position: Q2 2026 in Review

Amicus Financial Advisors reduced its Walmart Inc (WMT) stake by 2.8% in Q2 2026, selling an estimated $10.3K and leaving 2,856 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #70.

Amicus Financial Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $365K in Q1 2026. 4,371 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Amicus Financial Advisors held 2,856 shares of Walmart Inc worth $323K as of Q2 2026.
  • Amicus Financial Advisors sold 83 Walmart Inc shares in Q2 2026, an estimated $10.3K.
  • Walmart Inc made up 0.08% of Amicus Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Amicus Financial Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Amicus Financial Advisors's Walmart Inc position peaked at $365K in Q1 2026.
  • 4,371 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Amicus Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.