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Aprio Wealth Management’s Walmart Inc WMT Stock Holding History

Aprio Wealth 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 		$4.81M Sell
42,480
-1,563
-4% -$194K 0.24% 87
2026
Q1 		$5.47M Buy
44,043
+11,059
+34% +$1.36M 0.3% 71
2025
Q4 		$4.98M Buy
32,984
+13,837
+72% +$1.49M 0.29% 74
2025
Q3 		$1.97M Buy
19,147
+2,452
+15% +$244K 0.2% 78
2025
Q2 		$1.63M Buy
16,695
+1,862
+13% +$177K 0.18% 78
2025
Q1 		$1.3M Buy
14,833
+672
+5% +$63K 0.16% 85
2024
Q4 		$1.28M Buy
14,161
+900
+7% +$78.1K 0.19% 72
2024
Q3 		$1.07M Buy
13,261
+1,197
+10% +$87.9K 0.17% 75
2024
Q2 		$817K Buy
12,064
+3,060
+34% +$193K 0.15% 84
2024
Q1 		$542K Buy
9,004
+2,587
+40% +$148K 0.11% 98
2023
Q4 		$337K Sell
6,417
-687
-10% -$36.4K 0.08% 120
2023
Q3 		$379K Buy
7,104
+2,256
+47% +$120K 0.1% 97
2023
Q2 		$254K Buy
+4,848
New +$245K 0.07% 125
2023
Q1 		– Sell
-5,526
Closed -$261K – 145
2022
Q4 		$261K Buy
+5,526
New +$262K 0.09% 96
2022
Q2 		– Sell
-5,061
Closed -$251K – 107
2022
Q1 		$251K Buy
+5,061
New +$238K 0.1% 80
2021
Q4 		– Sell
-4,476
Closed -$208K – 82
2021
Q3 		$208K Hold
4,476
– – 0.09% 71
2021
Q2 		$210K Buy
+4,476
New +$208K 0.1% 64
2020
Q4 		$244K Sell
5,076
-1,950
-28% -$94.7K 0.16% 44
2020
Q3 		$328K Buy
7,026
+96
+1% +$4.27K 0.23% 45
2020
Q2 		$277K Hold
6,930
– – 0.27% 49
2020
Q1 		$262K Buy
+6,930
New +$267K 0.33% 45

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Aprio Wealth Management's WMT Position: Q2 2026 in Review

Aprio Wealth Management reduced its Walmart Inc (WMT) stake by 3.5% in Q2 2026, selling an estimated $194K and leaving 42,480 shares worth $4.81M. The position accounts for 0.24% of the portfolio, ranked #87.

Aprio Wealth Management first reported a position in WMT in Q1 2020 and has held it in 21 quarters since. The position peaked at $5.47M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Aprio Wealth Management held 42,480 shares of Walmart Inc worth $4.81M as of Q2 2026.
  • Aprio Wealth Management sold 1,563 Walmart Inc shares in Q2 2026, an estimated $194K.
  • Walmart Inc made up 0.24% of Aprio Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Aprio Wealth Management first reported a position in Walmart Inc in Q1 2020 and has held it in 21 quarters since.
  • Aprio Wealth Management's Walmart Inc position peaked at $5.47M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.