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Aurora Private Wealth’s Walmart Inc WMT Stock Holding History

Aurora Private Wealth’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 		– Sell
-1,966
Closed -$231K – 192
2026
Q1 		$231K Hold
1,966
– – 0.16% 146
2025
Q4 		$219K Buy
+1,966
New +$211K 0.14% 145
2025
Q2 		– Sell
-2,413
Closed -$212K – 173
2025
Q1 		$212K Sell
2,413
-772
-24% -$72.4K 0.17% 140
2024
Q4 		$288K Sell
3,185
-7
-0.2% -$607 0.22% 114
2024
Q3 		$258K Sell
3,192
-327
-9% -$24K 0.2% 122
2024
Q2 		$238K Sell
3,519
-1,056
-23% -$66.5K 0.21% 128
2024
Q1 		$275K Buy
+4,575
New +$262K 0.24% 110
2022
Q3 		– Sell
-6,303
Closed -$255K – 189
2022
Q2 		$255K Sell
6,303
-525
-8% -$24.2K 0.11% 131
2022
Q1 		$339K Sell
6,828
-438
-6% -$20.6K 0.14% 123
2021
Q4 		$350K Sell
7,266
-480
-6% -$22.9K 0.15% 118
2021
Q3 		$360K Buy
+7,746
New +$373K 0.15% 134
2021
Q2 		– Sell
-7,416
Closed -$336K – 235
2021
Q1 		$336K Buy
7,416
+570
+8% +$26.4K 0.14% 140
2020
Q4 		$329K Sell
6,846
-27
-0.4% -$1.31K 0.14% 145
2020
Q3 		$321K Buy
6,873
+1,620
+31% +$72K 0.14% 135
2020
Q2 		$210K Sell
5,253
-4,512
-46% -$186K 0.1% 157
2020
Q1 		$370K Buy
9,765
+3,624
+59% +$139K 0.13% 150
2019
Q4 		$243K Buy
+6,141
New +$244K 0.09% 166

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aurora Private Wealth's WMT Position: Q2 2026 in Review

Aurora Private Wealth sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,966 shares — an estimated $231K sold.

Aurora Private Wealth first reported a position in WMT in Q4 2019 and held it in 17 quarters. The position peaked at $370K in Q1 2020. 1,693 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Aurora Private Wealth reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Aurora Private Wealth sold 1,966 Walmart Inc shares in Q2 2026, an estimated $231K.
  • Aurora Private Wealth first reported a position in Walmart Inc in Q4 2019 and held it in 17 quarters.
  • Aurora Private Wealth's Walmart Inc position peaked at $370K in Q1 2020.
  • 1,693 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.