Avondale Wealth Management’s Walmart Inc WMT Stock Holding History

Avondale 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	$1.08M	Sell	9,550 -850	-8%	-$106K	0.44%	26
2026 Q1	$1.29M	Sell	10,400 -750	-7%	-$92.1K	0.64%	21
2025 Q4	$1.24M	Hold	11,150	–	–	0.64%	22
2025 Q3	$1.15M	Sell	11,150 -750	-6%	-$74.7K	0.61%	23
2025 Q2	$1.16M	Buy	11,900 +750	+7%	+$71.5K	0.65%	23
2025 Q1	$979K	Hold	11,150	–	–	0.62%	27
2024 Q4	$1.01M	Buy	11,150 +450	+4%	+$39K	0.65%	24
2024 Q3	$864K	Hold	10,700	–	–	0.56%	24
2024 Q2	$724K	Hold	10,700	–	–	0.5%	24
2024 Q1	$644K	Buy	10,700 +200	+2%	+$11.4K	0.45%	23
2023 Q4	$552K	Buy	10,500 +1,350	+15%	+$71.4K	0.44%	24
2023 Q3	$488K	Sell	9,150 -2,700	-23%	-$144K	0.43%	26
2023 Q2	$621K	Sell	11,850 -450	-4%	-$22.7K	0.52%	24
2023 Q1	$605K	Hold	12,300	–	–	0.52%	23
2022 Q4	$581K	Hold	12,300	–	–	0.5%	18
2022 Q3	$532K	Sell	12,300 -2,250	-15%	-$98.6K	0.58%	20
2022 Q2	$590K	Buy	14,550 +13,500	+1,286%	+$623K	0.68%	16
2022 Q1	$52K	Sell	1,050 -10,950	-91%	-$514K	0.06%	65
2021 Q4	$579K	Buy	12,000 +4,410	+58%	+$211K	0.59%	20
2021 Q3	$353K	Hold	7,590	–	–	0.34%	32
2021 Q2	$357K	Buy	+7,590	New	+$354K	0.33%	35

Other funds holding WMT

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return