Avantax Advisory Services’s Walmart Inc WMT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$70M	Buy	715,450 +7,659	+1%	+$730K	0.38%	36
2025 Q1	$62.1M	Buy	707,791 +19,872	+3%	+$1.86M	0.38%	37
2024 Q4	$62.1M	Buy	687,919 +48,088	+8%	+$4.17M	0.39%	36
2024 Q3	$51.7M	Buy	639,831 +27,494	+4%	+$2.02M	0.34%	39
2024 Q2	$41.5M	Buy	612,337 +136,057	+29%	+$8.57M	0.3%	44
2024 Q1	$28.7M	Buy	476,280 +60,975	+15%	+$3.49M	0.25%	56
2023 Q4	$21.8M	Buy	415,305 +7,650	+2%	+$405K	0.22%	70
2023 Q3	$21.7M	Buy	407,655 +6,831	+2%	+$364K	0.24%	57
2023 Q2	$21M	Buy	400,824 +16,047	+4%	+$810K	0.24%	68
2023 Q1	$18.9M	Buy	384,777 +43,047	+13%	+$2.04M	0.23%	72
2022 Q4	$16.2M	Sell	341,730 -363	-0.1%	-$17.2K	0.22%	77
2022 Q3	$14.8M	Buy	342,093 +1,323	+0.4%	+$58K	0.23%	69
2022 Q2	$13.8M	Buy	340,770 +26,154	+8%	+$1.21M	0.21%	78
2022 Q1	$15.6M	Buy	314,616 +19,638	+7%	+$922K	0.21%	72
2021 Q4	$14.2M	Buy	294,978 +18,813	+7%	+$898K	0.21%	77
2021 Q3	$12.8M	Buy	276,165 +27,711	+11%	+$1.34M	0.21%	72
2021 Q2	$11.7M	Buy	248,454 +15,954	+7%	+$743K	0.21%	79
2021 Q1	$10.5M	Buy	232,500 +18,216	+9%	+$844K	0.23%	79
2020 Q4	$10.3M	Sell	214,284 -164,694	-43%	-$8M	0.24%	65
2020 Q3	$17.7M	Buy	378,978 +201,114	+113%	+$8.94M	0.28%	63
2020 Q2	$7.11M	Buy	177,864 +1,872	+1%	+$77K	0.2%	81
2020 Q1	$6.66M	Sell	175,992 -15,261	-8%	-$587K	0.2%	82
2019 Q4	$7.58M	Buy	191,253 +33,996	+22%	+$1.35M	0.18%	81
2019 Q3	$6.22M	Buy	157,257 +30,087	+24%	+$1.14M	0.25%	50
2019 Q2	$4.68M	Buy	127,170 +10,926	+9%	+$377K	0.21%	61
2019 Q1	$3.78M	Buy	116,244 +17,859	+18%	+$579K	0.2%	64
2018 Q4	$3.07M	Buy	+98,385	New	+$3.15M	0.52%	46

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Avantax Advisory Services's WMT Position: Q2 2025 in Review

Avantax Advisory Services increased its Walmart Inc (WMT) stake by 1.1% in Q2 2025, buying an estimated $730K and bringing the position to 715,450 shares worth $70M. The position accounts for 0.38% of the portfolio, ranked #36.

Avantax Advisory Services first reported a position in WMT in Q4 2018 and has held it in 27 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Avantax Advisory Services held 715,450 shares of Walmart Inc worth $70M as of Q2 2025.
Avantax Advisory Services bought 7,659 Walmart Inc shares in Q2 2025, an estimated $730K.
Walmart Inc made up 0.38% of Avantax Advisory Services's portfolio in Q2 2025, its #36 holding.
Avantax Advisory Services first reported a position in Walmart Inc in Q4 2018 and has held it in 27 quarters since.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.