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Avior Wealth Management’s Walmart Inc WMT Stock Holding History

Avior Wealth Management’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 		$3.86M Sell
34,079
-7,234
-18% -$898K 0.1% 174
2026
Q1 		$5.13M Buy
41,313
+4,581
+12% +$562K 0.15% 134
2025
Q4 		$4.09M Buy
36,732
+2,433
+7% +$261K 0.13% 130
2025
Q3 		$3.53M Buy
34,299
+220
+0.6% +$21.9K 0.11% 136
2025
Q2 		$3.33M Sell
34,079
-4,227
-11% -$403K 0.12% 138
2025
Q1 		$3.36M Buy
38,306
+330
+0.9% +$31K 0.13% 133
2024
Q4 		$3.43M Buy
37,976
+413
+1% +$35.8K 0.13% 126
2024
Q3 		$3.03M Sell
37,563
-262
-0.7% -$19.2K 0.12% 133
2024
Q2 		$2.56M Sell
37,825
-6,041
-14% -$380K 0.11% 146
2024
Q1 		$2.64M Buy
43,866
+11,751
+37% +$672K 0.12% 136
2023
Q4 		$1.69M Buy
32,115
+552
+2% +$29.2K 0.1% 146
2023
Q3 		$1.68M Sell
31,563
-543
-2% -$28.9K 0.11% 134
2023
Q2 		$1.68M Sell
32,106
-1,830
-5% -$92.3K 0.11% 140
2023
Q1 		$1.67M Buy
33,936
+9,522
+39% +$452K 0.11% 140
2022
Q4 		$1.15M Sell
24,414
-960
-4% -$45.6K 0.09% 172
2022
Q3 		$1.1M Buy
25,374
+2,448
+11% +$107K 0.09% 157
2022
Q2 		$929K Buy
22,926
+828
+4% +$38.2K 0.09% 154
2022
Q1 		$1.1M Buy
22,098
+1,410
+7% +$66.2K 0.09% 153
2021
Q4 		$997K Buy
20,688
+4,101
+25% +$196K 0.08% 197
2021
Q3 		$770K Sell
16,587
-1,497
-8% -$72.1K 0.06% 228
2021
Q2 		$850K Sell
18,084
-225
-1% -$10.5K 0.09% 205
2021
Q1 		$828K Sell
18,309
-1,203
-6% -$55.7K 0.09% 200
2020
Q4 		$937K Buy
19,512
+9,186
+89% +$446K 0.12% 163
2020
Q3 		$481K Sell
10,326
-3,894
-27% -$173K 0.07% 241
2020
Q2 		$567K Buy
14,220
+6,669
+88% +$274K 0.09% 208
2020
Q1 		$286K Sell
7,551
-1,302
-15% -$50.1K 0.06% 281
2019
Q4 		$350K Buy
8,853
+2,319
+35% +$92.1K 0.06% 289
2019
Q3 		$258K Sell
6,534
-144
-2% -$5.43K 0.05% 327
2019
Q2 		$246K Buy
6,678
+1,116
+20% +$38.5K 0.04% 328
2019
Q1 		$180K Buy
5,562
+3
+0.1% +$97 0.04% 355
2018
Q4 		$172K Sell
5,559
-114
-2% -$3.65K 0.04% 340
2018
Q3 		$178K Hold
5,673
– – 0.04% 371
2018
Q2 		$162K Buy
5,673
+450
+9% +$12.8K 0.04% 376
2018
Q1 		$155K Sell
5,223
-324
-6% -$10.4K 0.04% 374
2017
Q4 		$183K Buy
5,547
+363
+7% +$11.1K 0.04% 357
2017
Q3 		$135K Buy
5,184
+324
+7% +$8.5K 0.04% 154
2017
Q2 		$123K Hold
4,860
– – 0.05% 144
2017
Q1 		$117K Buy
4,860
+3,168
+187% +$72.9K 0.04% 176
2016
Q4 		$39K Sell
1,692
-1,815
-52% -$42.4K 0.01% 230
2016
Q3 		$84K Buy
3,507
+2,106
+150% +$51.1K 0.03% 184
2016
Q2 		$34K Sell
1,401
-300
-18% -$6.94K 0.01% 233
2016
Q1 		$39K Buy
1,701
+186
+12% +$4.08K 0.02% 228
2015
Q4 		$31K Sell
1,515
-30,111
-95% -$604K 0.02% 210
2015
Q3 		$686K Buy
31,626
+30,411
+2,503% +$698K 0.4% 84
2015
Q2 		$30K Hold
1,215
– – 0.02% 175
2015
Q1 		$34K Buy
1,215
+375
+45% +$10.6K 0.03% 164
2014
Q4 		$24K Hold
840
– – 0.02% 180
2014
Q3 		$21K Hold
840
– – 0.02% 189
2014
Q2 		$21K Hold
840
– – 0.02% 193
2014
Q1 		$21K Buy
+840
New +$21.1K 0.02% 189

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

Avior Wealth Management's WMT Position: Q2 2026 in Review

Avior Wealth Management reduced its Walmart Inc (WMT) stake by 18% in Q2 2026, selling an estimated $898K and leaving 34,079 shares worth $3.86M. The position accounts for 0.1% of the portfolio, ranked #174.

Avior Wealth Management first reported a position in WMT in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.13M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Avior Wealth Management held 34,079 shares of Walmart Inc worth $3.86M as of Q2 2026.
  • Avior Wealth Management sold 7,234 Walmart Inc shares in Q2 2026, an estimated $898K.
  • Walmart Inc made up 0.1% of Avior Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Avior Wealth Management first reported a position in Walmart Inc in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's Walmart Inc position peaked at $5.13M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.