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	–	Sell	-50,000	Closed	-$61.8K	–	1011
2026 Q1	$61.8K	Buy	50,000 +49,600	+12,400%	+$6.09M	﹤0.01%	816
2025 Q4	$44.6K	Sell	400 -59,600	-99%	-$6.4M	﹤0.01%	979
2025 Q3	$61.8K	Buy	60,000 +58,950	+5,614%	+$5.87M	﹤0.01%	992
2025 Q2	$103K	Buy	+1,050	New	+$100K	﹤0.01%	960

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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. 1,651 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.
1,651 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.