Aviso Wealth Management’s Walmart Inc WMT Stock Holding History

Aviso 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	$811K	Sell	7,162 -256	-3%	-$31.8K	0.28%	71
2026 Q1	$922K	Sell	7,418 -226	-3%	-$27.7K	0.42%	52
2025 Q4	$852K	Sell	7,644 -1,121	-13%	-$120K	0.36%	64
2025 Q3	$903K	Buy	8,765 +2,895	+49%	+$288K	0.39%	62
2025 Q2	$574K	Buy	5,870 +429	+8%	+$40.9K	0.27%	86
2025 Q1	$478K	Buy	5,441 +45	+0.8%	+$4.22K	0.25%	87
2024 Q4	$488K	Buy	+5,396	New	+$468K	0.25%	89

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 Wealth Management's WMT Position: Q2 2026 in Review

Aviso Wealth Management reduced its Walmart Inc (WMT) stake by 3.5% in Q2 2026, selling an estimated $31.8K and leaving 7,162 shares worth $811K. The position accounts for 0.28% of the portfolio, ranked #71.

Aviso Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $922K in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Aviso Wealth Management held 7,162 shares of Walmart Inc worth $811K as of Q2 2026.
Aviso Wealth Management sold 256 Walmart Inc shares in Q2 2026, an estimated $31.8K.
Walmart Inc made up 0.28% of Aviso Wealth Management's portfolio in Q2 2026, its #71 holding.
Aviso Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Aviso Wealth Management's Walmart Inc position peaked at $922K in Q1 2026.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.