Aptus Capital Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70.3M | Buy |
620,716
+12,143
| +2% | +$1.51M | 0.48% | 46 |
|
|
2026
Q1 | $75.6M | Sell |
608,573
-49,093
| -7% | -$6.03M | 0.59% | 33 |
|
|
2025
Q4 | $73.3M | Buy |
657,666
+27,189
| +4% | +$2.92M | 0.52% | 39 |
|
|
2025
Q3 | $65M | Sell |
630,477
-16,547
| -3% | -$1.65M | 0.47% | 48 |
|
|
2025
Q2 | $63.3M | Buy |
647,024
+34,455
| +6% | +$3.28M | 0.52% | 39 |
|
|
2025
Q1 | $53.8M | Buy |
612,569
+56,437
| +10% | +$5.29M | 0.55% | 41 |
|
|
2024
Q4 | $50.3M | Buy |
556,132
+93,951
| +20% | +$8.15M | 0.53% | 46 |
|
|
2024
Q3 | $37.3M | Buy |
462,181
+53,231
| +13% | +$3.91M | 0.56% | 43 |
|
|
2024
Q2 | $27.7M | Buy |
408,950
+48,540
| +13% | +$3.06M | 0.49% | 47 |
|
|
2024
Q1 | $21.7M | Buy |
360,410
+48,938
| +16% | +$2.8M | 0.4% | 55 |
|
|
2023
Q4 | $16.4M | Sell |
311,472
-5,949
| -2% | -$315K | 0.45% | 53 |
|
|
2023
Q3 | $16.9M | Buy |
317,421
+109,593
| +53% | +$5.83M | 0.46% | 50 |
|
|
2023
Q2 | $10.9M | Sell |
207,828
-11,112
| -5% | -$561K | 0.26% | 85 |
|
|
2023
Q1 | $10.8M | Sell |
218,940
-70,869
| -24% | -$3.36M | 0.29% | 72 |
|
|
2022
Q4 | $13.7M | Buy |
289,809
+10,134
| +4% | +$481K | 0.42% | 48 |
|
|
2022
Q3 | $12.1M | Buy |
279,675
+128,157
| +85% | +$5.61M | 0.29% | 50 |
|
|
2022
Q2 | $6.14M | Sell |
151,518
-28,548
| -16% | -$1.32M | 0.16% | 89 |
|
|
2022
Q1 | $8.95M | Buy |
180,066
+53,802
| +43% | +$2.53M | 0.22% | 66 |
|
|
2021
Q4 | $6.09M | Buy |
126,264
+15,075
| +14% | +$720K | 0.18% | 74 |
|
|
2021
Q3 | $5.17M | Buy |
111,189
+13,803
| +14% | +$665K | 0.13% | 81 |
|
|
2021
Q2 | $4.58M | Buy |
97,386
+11,532
| +13% | +$537K | 0.13% | 78 |
|
|
2021
Q1 | $3.89M | Sell |
85,854
-26,088
| -23% | -$1.21M | 0.14% | 83 |
|
|
2020
Q4 | $5.38M | Buy |
111,942
+16,851
| +18% | +$818K | 0.25% | 65 |
|
|
2020
Q3 | $4.43M | Buy |
95,091
+2,712
| +3% | +$121K | 0.24% | 69 |
|
|
2020
Q2 | $3.69M | Sell |
92,379
-37,803
| -29% | -$1.55M | 0.23% | 67 |
|
|
2020
Q1 | $4.93M | Buy |
130,182
+54,105
| +71% | +$2.08M | 0.43% | 45 |
|
|
2019
Q4 | $3.01M | Buy |
76,077
+60,141
| +377% | +$2.39M | 0.21% | 91 |
|
|
2019
Q3 | $630K | Sell |
15,936
-204
| -1% | -$7.7K | 0.04% | 219 |
|
|
2019
Q2 | $594K | Sell |
16,140
-309
| -2% | -$10.6K | 0.08% | 194 |
|
|
2019
Q1 | $534K | Buy |
+16,449
| New | +$533K | 0.09% | 158 |
|
Other funds holding WMT
Aptus Capital Advisors's WMT Position: Q2 2026 in Review
Aptus Capital Advisors increased its Walmart Inc (WMT) stake by 2% in Q2 2026, buying an estimated $1.51M and bringing the position to 620,716 shares worth $70.3M. The position accounts for 0.48% of the portfolio, ranked #46.
Aptus Capital Advisors first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $75.6M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Aptus Capital Advisors held 620,716 shares of Walmart Inc worth $70.3M as of Q2 2026.
- Aptus Capital Advisors bought 12,143 Walmart Inc shares in Q2 2026, an estimated $1.51M.
- Walmart Inc made up 0.48% of Aptus Capital Advisors's portfolio in Q2 2026, its #46 holding.
- Aptus Capital Advisors first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
- Aptus Capital Advisors's Walmart Inc position peaked at $75.6M in Q1 2026.
- 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.