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Avion Wealth’s Walmart Inc WMT Stock Holding History

Avion 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 		$645K Sell
5,703
-3
-0.1% -$372 0.12% 50
2026
Q1 		$709K Buy
5,706
+353
+7% +$43.3K 0.15% 42
2025
Q4 		$596K Sell
5,353
-116
-2% -$12.5K 0.13% 48
2025
Q3 		$563K Buy
5,469
+23
+0.4% +$2.29K 0.12% 48
2025
Q2 		$532K Sell
5,446
-1,023
-16% -$97.5K 0.12% 52
2025
Q1 		$584K Hold
6,469
– – 0.15% 46
2024
Q4 		$584K Buy
6,469
+1,821
+39% +$158K 0.15% 46
2024
Q3 		$375K Buy
4,648
+1,005
+28% +$73.8K 0.1% 57
2024
Q2 		$246K Sell
3,643
-92
-2% -$5.79K 0.07% 67
2024
Q1 		$225K Buy
3,735
+693
+23% +$39.7K 0.06% 73
2023
Q4 		$160K Buy
3,042
+204
+7% +$10.8K 0.04% 82
2023
Q3 		$150K Buy
2,838
+96
+4% +$5.11K 0.04% 80
2023
Q2 		$142K Buy
2,742
+138
+5% +$6.96K 0.04% 87
2023
Q1 		$123K Buy
2,604
+48
+2% +$2.28K 0.03% 92
2022
Q4 		$110K Hold
2,556
– – 0.03% 95
2022
Q3 		$111K Buy
2,556
+45
+2% +$1.97K 0.03% 95
2022
Q2 		$102K Sell
2,511
-516
-17% -$23.8K 0.03% 91
2022
Q1 		$150K Buy
3,027
+120
+4% +$5.63K 0.04% 69
2021
Q4 		$140K Buy
2,907
+510
+21% +$24.3K 0.04% 70
2021
Q3 		$111K Hold
2,397
– – 0.03% 72
2021
Q2 		$113K Buy
2,397
+531
+28% +$24.7K 0.03% 71
2021
Q1 		$84K Hold
1,866
– – 0.03% 83
2020
Q4 		$90K Hold
1,866
– – 0.03% 80
2020
Q3 		$87K Hold
1,866
– – 0.03% 66
2020
Q2 		$75K Sell
1,866
-654
-26% -$26.9K 0.03% 69
2020
Q1 		$95K Buy
+2,520
New +$96.9K 0.04% 53

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

Avion Wealth's WMT Position: Q2 2026 in Review

Avion Wealth reduced its Walmart Inc (WMT) stake by 0.05% in Q2 2026, selling an estimated $372 and leaving 5,703 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #50.

Avion Wealth first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $709K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Avion Wealth held 5,703 shares of Walmart Inc worth $645K as of Q2 2026.
  • Avion Wealth sold 3 Walmart Inc shares in Q2 2026, an estimated $372.
  • Walmart Inc made up 0.12% of Avion Wealth's portfolio in Q2 2026, its #50 holding.
  • Avion Wealth first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Walmart Inc position peaked at $709K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.