Aviso Financial’s Walmart Inc WMT Stock Holding History

Aviso Financial’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	$312K	Sell	2,756 -1,370	-33%	-$170K	0.01%	182
2026 Q1	$513K	Sell	4,126 -865	-17%	-$106K	0.02%	188
2025 Q4	$556K	Sell	4,991 -5,336	-52%	-$573K	0.02%	183
2025 Q3	$1.06M	Buy	10,327 +3,055	+42%	+$304K	0.04%	159
2025 Q2	$711K	Buy	7,272 +8	+0.1%	+$762	0.03%	179
2025 Q1	$638K	Buy	7,264 +1,825	+34%	+$171K	0.03%	184
2024 Q4	$491K	Buy	5,439 +1,452	+36%	+$126K	0.02%	203
2024 Q3	$322K	Buy	3,987 +1,949	+96%	+$143K	0.02%	225
2024 Q2	$138K	Buy	+2,038	New	+$128K	0.01%	244

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aviso Financial's WMT Position: Q2 2026 in Review

Aviso Financial reduced its Walmart Inc (WMT) stake by 33% in Q2 2026, selling an estimated $170K and leaving 2,756 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #182.

Aviso Financial first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Aviso Financial held 2,756 shares of Walmart Inc worth $312K as of Q2 2026.
Aviso Financial sold 1,370 Walmart Inc shares in Q2 2026, an estimated $170K.
Walmart Inc made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #182 holding.
Aviso Financial first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Walmart Inc position peaked at $1.06M in Q3 2025.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.