B.O.S.S. Retirement Advisors’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$455K Buy
4,018
+731
+22% +$90.7K 0.12% 98
2026
Q1
$409K Sell
3,287
-32
-1% -$3.93K 0.12% 113
2025
Q4
$370K Buy
3,319
+62
+2% +$6.66K 0.12% 112
2025
Q3
$336K Buy
3,257
+64
+2% +$6.37K 0.08% 148
2025
Q2
$312K Buy
3,193
+242
+8% +$23.1K 0.08% 146
2025
Q1
$259K Sell
2,951
-205
-6% -$19.2K 0.08% 151
2024
Q4
$285K Buy
+3,156
New +$274K 0.08% 146

Other funds holding WMT

B.O.S.S. Retirement Advisors's WMT Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Walmart Inc (WMT) stake by 22% in Q2 2026, buying an estimated $90.7K and bringing the position to 4,018 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #98.

B.O.S.S. Retirement Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 4,018 shares of Walmart Inc worth $455K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 731 Walmart Inc shares in Q2 2026, an estimated $90.7K.
  • Walmart Inc made up 0.12% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #98 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.