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Avantax Planning Partners’s Walmart Inc WMT Stock Holding History

Avantax Planning Partners’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 		$3.42M Sell
30,166
-1,254
-4% -$156K 0.09% 118
2026
Q1 		$3.9M Buy
31,420
+442
+1% +$54.3K 0.11% 105
2025
Q4 		$3.45M Buy
30,978
+2,182
+8% +$234K 0.1% 108
2025
Q3 		$2.97M Sell
28,796
-211
-0.7% -$21K 0.09% 111
2025
Q2 		$2.84M Sell
29,007
-2,565
-8% -$244K 0.09% 117
2025
Q1 		$2.77M Sell
31,572
-2,961
-9% -$278K 0.1% 114
2024
Q4 		$3.12M Buy
34,533
+679
+2% +$58.9K 0.11% 104
2024
Q3 		$2.73M Sell
33,854
-4,686
-12% -$344K 0.1% 113
2024
Q2 		$2.61M Buy
38,540
+1,825
+5% +$115K 0.08% 128
2024
Q1 		$2.21M Buy
36,715
+1,018
+3% +$58.2K 0.07% 139
2023
Q4 		$1.88M Buy
35,697
+1,563
+5% +$82.7K 0.07% 116
2023
Q3 		$1.82M Sell
34,134
-297
-0.9% -$15.8K 0.08% 111
2023
Q2 		$1.8M Sell
34,431
-258
-0.7% -$13K 0.07% 114
2023
Q1 		$1.7M Sell
34,689
-507
-1% -$24.1K 0.07% 122
2022
Q4 		$1.66M Sell
35,196
-1,098
-3% -$52.1K 0.07% 118
2022
Q3 		$1.57M Sell
36,294
-4,287
-11% -$188K 0.07% 113
2022
Q2 		$1.65M Sell
40,581
-12,990
-24% -$599K 0.07% 112
2022
Q1 		$2.66M Sell
53,571
-19,551
-27% -$918K 0.11% 87
2021
Q4 		$3.53M Buy
73,122
+2,148
+3% +$103K 0.15% 69
2021
Q3 		$3.3M Buy
70,974
+3,447
+5% +$166K 0.15% 59
2021
Q2 		$3.17M Buy
67,527
+5,079
+8% +$237K 0.15% 62
2021
Q1 		$2.83M Sell
62,448
-3,204
-5% -$148K 0.15% 61
2020
Q4 		$3.15M Sell
65,652
-4,581
-7% -$222K 0.16% 50
2020
Q3 		$3.27M Sell
70,233
-1,425
-2% -$63.4K 0.17% 50
2020
Q2 		$2.86M Buy
71,658
+1,314
+2% +$54K 0.16% 54
2020
Q1 		$2.66M Sell
70,344
-9,054
-11% -$348K 0.19% 43
2019
Q4 		$3.15M Sell
79,398
-888
-1% -$35.3K 0.19% 47
2019
Q3 		$3.18M Buy
80,286
+4,017
+5% +$152K 0.2% 46
2019
Q2 		$2.87M Buy
76,269
+1,398
+2% +$48.2K 0.19% 45
2019
Q1 		$2.43M Buy
74,871
+6,030
+9% +$196K 0.17% 56
2018
Q4 		$2.14M Sell
68,841
-1,458
-2% -$46.7K 0.16% 59
2018
Q3 		$2.2M Buy
70,299
+1,581
+2% +$48.4K 0.18% 44
2018
Q2 		$1.96M Sell
68,718
-3,180
-4% -$90.4K 0.18% 47
2018
Q1 		$2.13M Buy
71,898
+2,238
+3% +$72K 0.18% 48
2017
Q4 		$2.29M Sell
69,660
-25,653
-27% -$785K 0.21% 46
2017
Q3 		$2.48M Sell
95,313
-6,342
-6% -$166K 0.2% 52
2017
Q2 		$2.56M Buy
101,655
+6,264
+7% +$159K 0.22% 46
2017
Q1 		$2.29M Buy
95,391
+19,698
+26% +$453K 0.2% 44
2016
Q4 		$1.74M Buy
+75,693
New +$1.77M 0.19% 49

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

Avantax Planning Partners's WMT Position: Q2 2026 in Review

Avantax Planning Partners reduced its Walmart Inc (WMT) stake by 4% in Q2 2026, selling an estimated $156K and leaving 30,166 shares worth $3.42M. The position accounts for 0.09% of the portfolio, ranked #118.

Avantax Planning Partners first reported a position in WMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.9M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Avantax Planning Partners held 30,166 shares of Walmart Inc worth $3.42M as of Q2 2026.
  • Avantax Planning Partners sold 1,254 Walmart Inc shares in Q2 2026, an estimated $156K.
  • Walmart Inc made up 0.09% of Avantax Planning Partners's portfolio in Q2 2026, its #118 holding.
  • Avantax Planning Partners first reported a position in Walmart Inc in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Walmart Inc position peaked at $3.9M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.