AssuredPartners Investment Advisors’s Walmart Inc WMT Stock Holding History

AssuredPartners Investment 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	$1M	Sell	8,854 -492	-5%	-$61.1K	0.1%	196
2026 Q1	$1.19M	Buy	9,346 +8	+0.1%	+$982	0.13%	171
2025 Q4	$1.04M	Buy	9,338 +38	+0.4%	+$4.08K	0.15%	142
2025 Q3	$958K	Sell	9,300 -44	-0.5%	-$4.38K	0.21%	94
2025 Q2	$914K	Sell	9,344 -737	-7%	-$70.2K	0.22%	87
2025 Q1	$885K	Buy	10,081 +54	+0.5%	+$5.07K	0.17%	136
2024 Q4	$906K	Buy	+10,027	New	+$870K	0.18%	134

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AssuredPartners Investment Advisors's WMT Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Walmart Inc (WMT) stake by 5.3% in Q2 2026, selling an estimated $61.1K and leaving 8,854 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #196.

AssuredPartners Investment Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

AssuredPartners Investment Advisors held 8,854 shares of Walmart Inc worth $1M as of Q2 2026.
AssuredPartners Investment Advisors sold 492 Walmart Inc shares in Q2 2026, an estimated $61.1K.
Walmart Inc made up 0.1% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #196 holding.
AssuredPartners Investment Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Walmart Inc position peaked at $1.19M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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