BRWA
WMT icon

B. Riley Wealth Advisors’s Walmart Inc WMT Stock Holding History

B. Riley Wealth Advisors’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 		$8.38M Buy
73,082
+7,842
+12% +$974K 0.45% 48
2026
Q1 		$8.06M Sell
65,240
-28,138
-30% -$3.45M 0.51% 36
2025
Q4 		$10.4M Buy
93,378
+319
+0.3% +$34.3K 0.48% 35
2025
Q3 		$9.59M Sell
93,059
-729
-0.8% -$72.6K 0.44% 37
2025
Q2 		$9.17M Buy
+93,788
New +$8.94M 0.43% 38
2024
Q4 		$18.7M Sell
206,967
-21,651
-9% -$1.88M 0.61% 23
2024
Q3 		$18.4M Sell
228,618
-29,630
-11% -$2.18M 0.51% 30
2024
Q2 		$17.5M Buy
258,248
+154,641
+149% +$9.74M 0.45% 34
2024
Q1 		$16.6M Sell
103,607
-197,395
-66% -$11.3M 0.45% 41
2023
Q4 		$15.9M Sell
301,002
-9,819
-3% -$520K 0.43% 38
2023
Q3 		$16.6M Buy
310,821
+7,470
+2% +$398K 0.45% 41
2023
Q2 		$15.9M Sell
303,351
-9,810
-3% -$495K 0.36% 56
2023
Q1 		$15.4M Sell
313,161
-7,101
-2% -$337K 0.41% 48
2022
Q4 		$15.2M Buy
320,262
+11,139
+4% +$529K 0.43% 48
2022
Q3 		$13.4M Buy
309,123
+109,317
+55% +$4.79M 0.4% 52
2022
Q2 		$8.1M Sell
199,806
-40,647
-17% -$1.87M 0.34% 61
2022
Q1 		$11.9M Sell
240,453
-12,753
-5% -$599K 0.39% 50
2021
Q4 		$12.2M Buy
253,206
+6,663
+3% +$318K 0.35% 56
2021
Q3 		$11.5M Buy
246,543
+3,621
+1% +$174K 0.36% 55
2021
Q2 		$11.4M Buy
242,922
+19,956
+9% +$930K 0.37% 55
2021
Q1 		$10.2M Buy
222,966
+78,927
+55% +$3.66M 0.36% 53
2020
Q4 		$6.92M Sell
144,039
-9,228
-6% -$448K 0.37% 67
2020
Q3 		$6.93M Buy
153,267
+34,251
+29% +$1.52M 0.37% 68
2020
Q2 		$4.75M Buy
119,016
+14,148
+13% +$582K 0.32% 81
2020
Q1 		$3.97M Buy
104,868
+20,259
+24% +$779K 0.34% 69
2019
Q4 		$3.35M Sell
84,609
-447
-0.5% -$17.8K 0.29% 80
2019
Q3 		$3.37M Buy
85,056
+9,897
+13% +$374K 0.33% 64
2019
Q2 		$2.67M Buy
75,159
+6,984
+10% +$241K 0.29% 76
2019
Q1 		$2.18M Buy
68,175
+2,448
+4% +$79.4K 0.27% 84
2018
Q4 		$2.04M Buy
65,727
+12,570
+24% +$403K 0.29% 77
2018
Q3 		$1.67M Buy
53,157
+2,676
+5% +$81.8K 0.2% 115
2018
Q2 		$1.44M Buy
50,481
+4,356
+9% +$124K 0.19% 127
2018
Q1 		$1.37M Sell
46,125
-9,411
-17% -$303K 0.19% 127
2017
Q4 		$1.83M Buy
55,536
+225
+0.4% +$6.88K 0.25% 111
2017
Q3 		$1.42M Buy
55,311
+27,372
+98% +$718K 0.24% 111
2017
Q2 		$707K Sell
27,939
-858
-3% -$21.8K 0.13% 199
2017
Q1 		$693K Buy
28,797
+1,140
+4% +$26.2K 0.14% 185
2016
Q4 		$639K Sell
27,657
-5,481
-17% -$128K 0.13% 192
2016
Q3 		$798K Buy
33,138
+7,944
+32% +$193K 0.16% 166
2016
Q2 		$615K Sell
25,194
-4,551
-15% -$105K 0.12% 212
2016
Q1 		$679K Buy
29,745
+4,029
+16% +$88.3K 0.16% 161
2015
Q4 		$527K Buy
25,716
+4,686
+22% +$94K 0.11% 235
2015
Q3 		$455K Buy
21,030
+2,004
+11% +$46K 0.11% 251
2015
Q2 		$451K Sell
19,026
-1,296
-6% -$33K 0.11% 229
2015
Q1 		$557K Sell
20,322
-11,922
-37% -$338K 0.14% 197
2014
Q4 		$5.01K Buy
32,244
+16,458
+104% +$445K 0.11% 246
2014
Q3 		$402K Sell
15,786
-16,455
-51% -$415K 0.1% 261
2014
Q2 		$410K Buy
32,241
+16,122
+100% +$414K 0.1% 232
2014
Q1 		$411K Buy
16,119
+915
+6% +$23K 0.12% 185
2013
Q4 		$399K Buy
15,204
+528
+4% +$13.6K 0.13% 182
2013
Q3 		$362K Sell
14,676
-159
-1% -$4.01K 0.12% 187
2013
Q2 		$368K Buy
+14,835
New +$380K 0.12% 187

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's WMT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $974K and bringing the position to 73,082 shares worth $8.38M. The position accounts for 0.45% of the portfolio, ranked #48.

B. Riley Wealth Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.7M in Q4 2024. 1,621 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • B. Riley Wealth Advisors held 73,082 shares of Walmart Inc worth $8.38M as of Q2 2026.
  • B. Riley Wealth Advisors bought 7,842 Walmart Inc shares in Q2 2026, an estimated $974K.
  • Walmart Inc made up 0.45% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • B. Riley Wealth Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Walmart Inc position peaked at $18.7M in Q4 2024.
  • 1,621 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.