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Arkadios Wealth Advisors’s Walmart Inc WMT Stock Holding History

Arkadios Wealth Advisors’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 		$31.6M Sell
278,946
-12,154
-4% -$1.51M 0.48% 34
2026
Q1 		$36.2M Buy
291,100
+27,903
+11% +$3.43M 0.59% 27
2025
Q4 		$29.3M Buy
263,197
+38,787
+17% +$4.16M 0.57% 31
2025
Q3 		$23.1M Buy
224,410
+24,871
+12% +$2.48M 0.55% 29
2025
Q2 		$19.5M Buy
199,539
+26,455
+15% +$2.52M 0.58% 27
2025
Q1 		$15.2M Sell
173,084
-30,438
-15% -$2.86M 0.57% 31
2024
Q4 		$18.4M Buy
203,522
+9,336
+5% +$810K 1% 17
2024
Q3 		$15.7M Buy
194,186
+6,022
+3% +$442K 0.89% 18
2024
Q2 		$12.7M Buy
188,164
+19,648
+12% +$1.24M 0.86% 20
2024
Q1 		$10.1M Buy
168,516
+5,196
+3% +$297K 0.79% 24
2023
Q4 		$8.58M Sell
163,320
-3,042
-2% -$161K 0.73% 24
2023
Q3 		$8.87M Buy
166,362
+35,565
+27% +$1.89M 0.84% 19
2023
Q2 		$6.85M Buy
130,797
+6,327
+5% +$319K 0.8% 27
2023
Q1 		$6.12M Sell
124,470
-510
-0.4% -$24.2K 0.73% 29
2022
Q4 		$5.91M Buy
124,980
+12,126
+11% +$576K 0.78% 26
2022
Q3 		$4.88M Buy
112,854
+10,584
+10% +$464K 0.74% 28
2022
Q2 		$4.14M Buy
102,270
+6,453
+7% +$298K 0.62% 34
2022
Q1 		$4.76M Buy
95,817
+13,050
+16% +$613K 0.62% 34
2021
Q4 		$3.99M Buy
82,767
+3,387
+4% +$162K 0.53% 38
2021
Q3 		$3.69M Buy
79,380
+2,826
+4% +$136K 0.53% 38
2021
Q2 		$3.6M Buy
76,554
+17,556
+30% +$818K 0.44% 54
2021
Q1 		$2.67M Buy
58,998
+19,962
+51% +$925K 0.44% 56
2020
Q4 		$1.88M Buy
39,036
+9,516
+32% +$462K 0.39% 69
2020
Q3 		$1.42M Sell
29,520
-330
-1% -$14.7K 0.71% 29
2020
Q2 		$1.31M Buy
29,850
+2,229
+8% +$91.7K 0.73% 28
2020
Q1 		$1.05M Sell
27,621
-420
-1% -$16.2K 0.67% 29
2019
Q4 		$1.1M Buy
+28,041
New +$1.11M 0.66% 35

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

Arkadios Wealth Advisors's WMT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Walmart Inc (WMT) stake by 4.2% in Q2 2026, selling an estimated $1.51M and leaving 278,946 shares worth $31.6M. The position accounts for 0.48% of the portfolio, ranked #34.

Arkadios Wealth Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.2M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Arkadios Wealth Advisors held 278,946 shares of Walmart Inc worth $31.6M as of Q2 2026.
  • Arkadios Wealth Advisors sold 12,154 Walmart Inc shares in Q2 2026, an estimated $1.51M.
  • Walmart Inc made up 0.48% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Arkadios Wealth Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Walmart Inc position peaked at $36.2M in Q1 2026.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.