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Avidian Wealth Enterprises’s Walmart Inc WMT Stock Holding History

Avidian Wealth Enterprises’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 		$5.89M Sell
52,003
-1,276
-2% -$158K 0.16% 94
2026
Q1 		$6.62M Buy
53,279
+6,817
+15% +$837K 0.21% 77
2025
Q4 		$5.18M Buy
46,462
+6,209
+15% +$667K 0.19% 77
2025
Q3 		$4.15M Buy
40,253
+1,122
+3% +$112K 0.16% 88
2025
Q2 		$3.83M Sell
39,131
-1,671
-4% -$159K 0.16% 87
2025
Q1 		$3.58M Buy
40,802
+243
+0.6% +$22.8K 0.16% 86
2024
Q4 		$3.66M Buy
40,559
+1,040
+3% +$90.2K 0.16% 86
2024
Q3 		$3.19M Sell
39,519
-1,394
-3% -$102K 0.14% 87
2024
Q2 		$2.77M Buy
40,913
+678
+2% +$42.7K 0.12% 97
2024
Q1 		$2.42M Buy
40,235
+1,238
+3% +$70.8K 0.12% 101
2023
Q4 		$2.05M Buy
38,997
+3,675
+10% +$194K 0.13% 105
2023
Q3 		$1.88M Sell
35,322
-13,941
-28% -$742K 0.13% 100
2023
Q2 		$2.58M Sell
49,263
-15,753
-24% -$795K 0.17% 96
2023
Q1 		$3.2M Sell
65,016
-114
-0.2% -$5.41K 0.18% 110
2022
Q4 		$3.08M Buy
65,130
+21,792
+50% +$1.03M 0.2% 93
2022
Q3 		$1.87M Sell
43,338
-1,701
-4% -$74.5K 0.14% 108
2022
Q2 		$1.82M Buy
45,039
+16,272
+57% +$750K 0.13% 121
2022
Q1 		$1.43M Buy
28,767
+540
+2% +$25.4K 0.09% 150
2021
Q4 		$1.36M Buy
28,227
+1,560
+6% +$74.5K 0.08% 154
2021
Q3 		$1.24M Buy
26,667
+1,020
+4% +$49.1K 0.09% 115
2021
Q2 		$1.21M Sell
25,647
-156
-0.6% -$7.27K 0.09% 116
2021
Q1 		$1.17M Sell
25,803
-2,130
-8% -$98.7K 0.1% 112
2020
Q4 		$1.34M Buy
27,933
+3,942
+16% +$191K 0.13% 95
2020
Q3 		$1.12M Buy
23,991
+1,422
+6% +$63.2K 0.13% 98
2020
Q2 		$901K Buy
22,569
+3,609
+19% +$148K 0.12% 97
2020
Q1 		$718K Buy
18,960
+13,254
+232% +$510K 0.12% 88
2019
Q4 		$226K Buy
5,706
+234
+4% +$9.29K 0.03% 210
2019
Q3 		$216K Buy
+5,472
New +$207K 0.04% 177

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

Avidian Wealth Enterprises's WMT Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Walmart Inc (WMT) stake by 2.4% in Q2 2026, selling an estimated $158K and leaving 52,003 shares worth $5.89M. The position accounts for 0.16% of the portfolio, ranked #94.

Avidian Wealth Enterprises first reported a position in WMT in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.62M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Avidian Wealth Enterprises held 52,003 shares of Walmart Inc worth $5.89M as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,276 Walmart Inc shares in Q2 2026, an estimated $158K.
  • Walmart Inc made up 0.16% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #94 holding.
  • Avidian Wealth Enterprises first reported a position in Walmart Inc in Q3 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Walmart Inc position peaked at $6.62M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.