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Annex Advisory Services’s Walmart Inc WMT Stock Holding History

Annex 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 		$1.96M Sell
17,303
-244
-1% -$30.3K 0.03% 160
2026
Q1 		$2.18M Sell
17,547
-379
-2% -$46.5K 0.04% 146
2025
Q4 		$2M Buy
17,926
+3,578
+25% +$384K 0.04% 152
2025
Q3 		$1.48M Buy
14,348
+143
+1% +$14.2K 0.03% 148
2025
Q2 		$1.39M Sell
14,205
-2,733
-16% -$260K 0.03% 145
2025
Q1 		$1.49M Buy
16,938
+650
+4% +$61K 0.04% 137
2024
Q4 		$1.47M Buy
16,288
+328
+2% +$28.5K 0.04% 135
2024
Q3 		$1.29M Sell
15,960
-520
-3% -$38.2K 0.04% 128
2024
Q2 		$1.12M Sell
16,480
-2,187
-12% -$138K 0.04% 130
2024
Q1 		$1.12M Buy
18,667
+1,306
+8% +$74.7K 0.04% 122
2023
Q4 		$912K Buy
17,361
+1,509
+10% +$79.8K 0.04% 127
2023
Q3 		$845K Sell
15,852
-225
-1% -$12K 0.05% 111
2023
Q2 		$842K Buy
16,077
+294
+2% +$14.8K 0.05% 116
2023
Q1 		$776K Sell
15,783
-1,455
-8% -$69.1K 0.04% 120
2022
Q4 		$815K Sell
17,238
-5,358
-24% -$254K 0.05% 127
2022
Q3 		$977K Sell
22,596
-5,424
-19% -$238K 0.07% 119
2022
Q2 		$1.14M Sell
28,020
-65,400
-70% -$3.02M 0.08% 124
2022
Q1 		$4.64M Buy
93,420
+4,143
+5% +$195K 0.34% 56
2021
Q4 		$4.31M Buy
89,277
+3,423
+4% +$163K 0.3% 63
2021
Q3 		$3.99M Buy
85,854
+1,836
+2% +$88.5K 0.33% 53
2021
Q2 		$3.95M Sell
84,018
-786
-0.9% -$36.6K 0.32% 55
2021
Q1 		$3.84M Sell
84,804
-34,401
-29% -$1.59M 0.37% 49
2020
Q4 		$5.73M Buy
119,205
+1,572
+1% +$76.3K 0.56% 22
2020
Q3 		$5.49M Sell
117,633
-1,044
-0.9% -$46.4K 0.7% 17
2020
Q2 		$4.74M Buy
118,677
+5,550
+5% +$228K 0.66% 17
2020
Q1 		$4.29M Buy
113,127
+6,477
+6% +$249K 0.61% 18
2019
Q4 		$4.22M Buy
106,650
+1,818
+2% +$72.2K 0.51% 19
2019
Q3 		$4.15M Buy
104,832
+3,141
+3% +$119K 0.56% 19
2019
Q2 		$3.74M Buy
101,691
+639
+0.6% +$22K 0.53% 20
2019
Q1 		$3.29M Sell
101,052
-90
-0.1% -$2.92K 0.49% 20
2018
Q4 		$3.14M Buy
101,142
+8,814
+10% +$283K 0.5% 27
2018
Q3 		$2.89M Buy
92,328
+7,719
+9% +$236K 0.45% 24
2018
Q2 		$2.42M Buy
84,609
+4,995
+6% +$142K 0.41% 24
2018
Q1 		$2.36M Buy
79,614
+13,779
+21% +$443K 0.43% 22
2017
Q4 		$2.17M Buy
65,835
+6,927
+12% +$212K 0.41% 21
2017
Q3 		$1.53M Buy
58,908
+31,716
+117% +$832K 0.31% 30
2017
Q2 		$686K Buy
+27,192
New +$690K 0.15% 66

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Annex Advisory Services reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $30.3K and leaving 17,303 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #160.

Annex Advisory Services first reported a position in WMT in Q2 2017 and has held it in 37 quarters since. The position peaked at $5.73M in Q4 2020. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Annex Advisory Services held 17,303 shares of Walmart Inc worth $1.96M as of Q2 2026.
  • Annex Advisory Services sold 244 Walmart Inc shares in Q2 2026, an estimated $30.3K.
  • Walmart Inc made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #160 holding.
  • Annex Advisory Services first reported a position in Walmart Inc in Q2 2017 and has held it in 37 quarters since.
  • Annex Advisory Services's Walmart Inc position peaked at $5.73M in Q4 2020.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.