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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Arista Wealth Management increased its Walmart Inc (WMT) stake by 7.6% in Q2 2026, buying an estimated $157K and bringing the position to 17,767 shares worth $2.01M. The position accounts for 0.22% of the portfolio, ranked #57.

Arista Wealth Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q2 2025. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Arista Wealth Management held 17,767 shares of Walmart Inc worth $2.01M as of Q2 2026.
  • Arista Wealth Management bought 1,261 Walmart Inc shares in Q2 2026, an estimated $157K.
  • Walmart Inc made up 0.22% of Arista Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Arista Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Arista Wealth Management's Walmart Inc position peaked at $2.08M in Q2 2025.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.