Ballew Advisors’s Walmart Inc WMT Stock Holding History

Ballew 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	$524K	Buy	4,687 +2	+0%	+$248	0.27%	69
2026 Q1	$605K	Sell	4,685 -93	-2%	-$11.4K	0.34%	59
2025 Q4	$575K	Sell	4,778 -190	-4%	-$20.4K	0.32%	61
2025 Q3	$533K	Buy	4,968 +2	+0%	+$199	0.3%	71
2025 Q2	$488K	Buy	4,966 +12	+0.2%	+$1.14K	0.29%	70
2025 Q1	$460K	Buy	4,954 +25	+0.5%	+$2.35K	0.31%	68
2024 Q4	$451K	Sell	4,929 -123	-2%	-$10.7K	0.29%	70
2024 Q3	$406K	Buy	5,052 +3	+0.1%	+$220	0.27%	72
2024 Q2	$351K	Sell	5,049 -97	-2%	-$6.11K	0.23%	80
2024 Q1	$312K	Buy	5,146 +4	+0.1%	+$229	0.22%	81
2023 Q4	$277K	Buy	5,142 +6	+0.1%	+$317	0.21%	83
2023 Q3	$276K	Buy	5,136 +3	+0.1%	+$160	0.23%	82
2023 Q2	$265K	Hold	5,133	–	–	0.19%	86
2023 Q1	$266K	Buy	+5,133	New	+$244K	0.19%	87
2018 Q4	–	Sell	-3,153	Closed	-$104K	–	440
2018 Q3	$104K	Buy	3,153 +3	+0.1%	+$92	0.1%	116
2018 Q2	$90K	Buy	3,150 +6	+0.2%	+$171	0.1%	117
2018 Q1	$93K	Buy	+3,144	New	+$101K	0.08%	118

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Ballew Advisors's WMT Position: Q2 2026 in Review

Ballew Advisors increased its Walmart Inc (WMT) stake by 0.04% in Q2 2026, buying an estimated $248 and bringing the position to 4,687 shares worth $524K. The position accounts for 0.27% of the portfolio, ranked #69.

Ballew Advisors first reported a position in WMT in Q1 2018 and has held it in 17 quarters since. The position peaked at $605K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Ballew Advisors held 4,687 shares of Walmart Inc worth $524K as of Q2 2026.
Ballew Advisors bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
Walmart Inc made up 0.27% of Ballew Advisors's portfolio in Q2 2026, its #69 holding.
Ballew Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 17 quarters since.
Ballew Advisors's Walmart Inc position peaked at $605K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.