AWM
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Arista Wealth Management’s Walmart Inc WMT Stock Holding History

Arista 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 		$2.01M Buy
17,767
+1,261
+8% +$157K 0.22% 57
2026
Q1 		$2.05M Sell
16,506
-100
-0.6% -$12.3K 0.25% 53
2025
Q4 		$1.85M Sell
16,606
-3,162
-16% -$340K 0.23% 52
2025
Q3 		$2.04M Sell
19,768
-1,507
-7% -$150K 0.25% 49
2025
Q2 		$2.08M Buy
21,275
+12,115
+132% +$1.15M 0.29% 47
2025
Q1 		$804K Buy
9,160
+1,773
+24% +$166K 0.19% 29
2024
Q4 		$667K Buy
7,387
+277
+4% +$24K 0.16% 35
2024
Q3 		$574K Buy
7,110
+2
+0% +$147 0.14% 39
2024
Q2 		$481K Buy
+7,108
New +$448K 0.13% 40
2024
Q1 		– Sell
-6,246
Closed -$328K – 54
2023
Q4 		$328K Hold
6,246
– – 0.12% 39
2023
Q3 		$333K Sell
6,246
-5,826
-48% -$310K 0.13% 38
2023
Q2 		$633K Sell
12,072
-12
-0.1% -$605 0.26% 30
2023
Q1 		$594K Sell
12,084
-366
-3% -$17.4K 0.32% 32
2022
Q4 		$588K Buy
+12,450
New +$591K 0.37% 31

Other funds holding WMT

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
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return