Avantra Family Wealth’s Walmart Inc WMT Stock Holding History

Avantra Family 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	$643K	Buy	5,675 +92	+2%	+$11.4K	0.41%	77
2026 Q1	$694K	Buy	5,583 +709	+15%	+$87K	0.52%	57
2025 Q4	$543K	Hold	4,874	–	–	0.39%	76
2025 Q3	$502K	Buy	4,874 +74	+2%	+$7.37K	0.38%	82
2025 Q2	$469K	Buy	4,800 +320	+7%	+$30.5K	0.39%	71
2025 Q1	$393K	Buy	4,480 +2	+0%	+$188	0.38%	93
2024 Q4	$405K	Buy	+4,478	New	+$389K	0.38%	101

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantra Family Wealth's WMT Position: Q2 2026 in Review

Avantra Family Wealth increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 5,675 shares worth $643K. The position accounts for 0.41% of the portfolio, ranked #77.

Avantra Family Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $694K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Avantra Family Wealth held 5,675 shares of Walmart Inc worth $643K as of Q2 2026.
Avantra Family Wealth bought 92 Walmart Inc shares in Q2 2026, an estimated $11.4K.
Walmart Inc made up 0.41% of Avantra Family Wealth's portfolio in Q2 2026, its #77 holding.
Avantra Family Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Walmart Inc position peaked at $694K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.