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Asset Advisory Group’s Walmart Inc WMT Stock Holding History

Asset Advisory 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 		$721K Hold
6,367
– – 0.32% 53
2026
Q1 		$791K Hold
6,367
– – 0.4% 48
2025
Q4 		$709K Buy
+6,367
New +$684K 0.35% 48

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Advisory Group's WMT Position: Q2 2026 in Review

Asset Advisory Group held its Walmart Inc (WMT) position steady in Q2 2026 at 6,367 shares worth $721K. The position accounts for 0.32% of the portfolio, ranked #53.

Asset Advisory Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $791K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Asset Advisory Group held 6,367 shares of Walmart Inc worth $721K as of Q2 2026.
  • Asset Advisory Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.32% of Asset Advisory Group's portfolio in Q2 2026, its #53 holding.
  • Asset Advisory Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's Walmart Inc position peaked at $791K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.