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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
2018
Q2 		– Sell
-600
Closed -$1K – 1487
2018
Q1 		$1K Buy
+600
New +$19.3K ﹤0.01% 1768

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.