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Amplius Wealth Advisors’s Walmart Inc WMT Stock Holding History

Amplius Wealth 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 		$633K Buy
5,590
+675
+14% +$83.8K 0.05% 108
2026
Q1 		$611K Hold
4,915
– – 0.05% 97
2025
Q4 		$548K Buy
4,915
+178
+4% +$19.1K 0.05% 100
2025
Q3 		$488K Sell
4,737
-1,329
-22% -$132K 0.04% 105
2025
Q2 		$593K Buy
6,066
+2,393
+65% +$228K 0.06% 107
2025
Q1 		$322K Sell
3,673
-1,503
-29% -$141K 0.03% 131
2024
Q4 		$468K Sell
5,176
-435
-8% -$37.7K 0.05% 113
2024
Q3 		$453K Sell
5,611
-50
-0.9% -$3.67K 0.05% 105
2024
Q2 		$383K Buy
5,661
+195
+4% +$12.3K 0.04% 110
2024
Q1 		$329K Sell
5,466
-180
-3% -$10.3K 0.04% 120
2023
Q4 		$297K Buy
5,646
+33
+0.6% +$1.75K 0.04% 125
2023
Q3 		$299K Sell
5,613
-153
-3% -$8.14K 0.04% 121
2023
Q2 		$302K Sell
5,766
-105
-2% -$5.3K 0.04% 125
2023
Q1 		$289K Buy
5,871
+252
+4% +$12K 0.04% 127
2022
Q4 		$266K Buy
5,619
+21
+0.4% +$997 0.04% 127
2022
Q3 		$242K Buy
5,598
+63
+1% +$2.76K 0.04% 131
2022
Q2 		$224K Sell
5,535
-1,245
-18% -$57.4K 0.04% 147
2022
Q1 		$336K Buy
6,780
+1,380
+26% +$64.8K 0.05% 126
2021
Q4 		$260K Buy
+5,400
New +$258K 0.04% 167

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Amplius Wealth Advisors's WMT Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $83.8K and bringing the position to 5,590 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #108.

Amplius Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Amplius Wealth Advisors held 5,590 shares of Walmart Inc worth $633K as of Q2 2026.
  • Amplius Wealth Advisors bought 675 Walmart Inc shares in Q2 2026, an estimated $83.8K.
  • Walmart Inc made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Amplius Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.