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ARS Wealth Advisors Group’s Walmart Inc WMT Stock Holding History

ARS Wealth Advisors Group’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 		$17.2M Sell
151,889
-630
-0.4% -$78.2K 1.35% 22
2026
Q1 		$19M Sell
152,519
-3,059
-2% -$376K 1.6% 20
2025
Q4 		$17.3M Sell
155,578
-3,972
-2% -$426K 1.56% 18
2025
Q3 		$16.4M Sell
159,550
-605
-0.4% -$60.2K 1.62% 21
2025
Q2 		$15.7M Sell
160,155
-3,530
-2% -$336K 1.8% 21
2025
Q1 		$14.4M Sell
163,685
-1,349
-0.8% -$127K 2.03% 21
2024
Q4 		$14.9M Sell
165,034
-1,549
-0.9% -$134K 2.05% 21
2024
Q3 		$13.5M Sell
166,583
-1,864
-1% -$137K 1.65% 24
2024
Q2 		$11.4M Sell
168,447
-1,933
-1% -$122K 1.48% 24
2024
Q1 		$10.3M Sell
170,380
-10,919
-6% -$625K 1.38% 24
2023
Q4 		$9.53M Sell
181,299
-31,230
-15% -$1.65M 1.41% 26
2023
Q3 		$11.3M Buy
212,529
+1,380
+0.7% +$73.4K 1.86% 17
2023
Q2 		$11.1M Sell
211,149
-4,305
-2% -$217K 1.76% 17
2023
Q1 		$10.6M Sell
215,454
-12,657
-6% -$601K 1.95% 16
2022
Q4 		$10.8M Sell
228,111
-21,204
-9% -$1.01M 1.78% 17
2022
Q3 		$10.8M Sell
249,315
-10,884
-4% -$477K 1.65% 19
2022
Q2 		$10.5M Buy
260,199
+206,787
+387% +$9.54M 1.45% 21
2022
Q1 		$2.65M Sell
53,412
-534
-1% -$25.1K 0.46% 37
2021
Q4 		$2.6M Buy
53,946
+915
+2% +$43.7K 0.44% 39
2021
Q3 		$2.46M Buy
+53,031
New +$2.55M 0.45% 41

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ARS Wealth Advisors Group's WMT Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Walmart Inc (WMT) stake by 0.41% in Q2 2026, selling an estimated $78.2K and leaving 151,889 shares worth $17.2M. The position accounts for 1.35% of the portfolio, ranked #22.

ARS Wealth Advisors Group first reported a position in WMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $19M in Q1 2026. 1,880 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • ARS Wealth Advisors Group held 151,889 shares of Walmart Inc worth $17.2M as of Q2 2026.
  • ARS Wealth Advisors Group sold 630 Walmart Inc shares in Q2 2026, an estimated $78.2K.
  • Walmart Inc made up 1.35% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #22 holding.
  • ARS Wealth Advisors Group first reported a position in Walmart Inc in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Walmart Inc position peaked at $19M in Q1 2026.
  • 1,880 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.