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Barnes Pettey Financial Advisors’s Walmart Inc WMT Stock Holding History

Barnes Pettey Financial 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 		$5.13M Buy
45,316
+220
+0.5% +$27.3K 1.61% 15
2026
Q1 		$5.6M Sell
45,096
-1,023
-2% -$126K 2.44% 6
2025
Q4 		$5.14M Sell
46,119
-2,509
-5% -$269K 2.54% 5
2025
Q3 		$5.01M Buy
48,628
+3,328
+7% +$331K 2.75% 6
2025
Q2 		$4.43M Sell
45,300
-373
-0.8% -$35.5K 2.96% 6
2025
Q1 		$4.01M Buy
45,673
+606
+1% +$56.8K 3.12% 5
2024
Q4 		$4.07M Sell
45,067
-433
-1% -$37.6K 3.11% 6
2024
Q3 		$3.67M Buy
45,500
+7,949
+21% +$584K 2.93% 7
2024
Q2 		$2.54M Hold
37,551
– – 2.19% 13
2024
Q1 		$2.26M Sell
37,551
-120
-0.3% -$6.87K 1.95% 14
2023
Q4 		$1.98M Hold
37,671
– – 1.61% 18
2023
Q3 		$2.01M Hold
37,671
– – 1.84% 18
2023
Q2 		$1.97M Sell
37,671
-876
-2% -$44.2K 1.71% 18
2023
Q1 		$1.89M Buy
38,547
+1,695
+5% +$80.4K 1.81% 18
2022
Q4 		$1.74M Sell
36,852
-1,128
-3% -$53.6K 1.8% 15
2022
Q3 		$1.64M Sell
37,980
-6,000
-14% -$263K 2.24% 11
2022
Q2 		$1.78M Buy
43,980
+2,064
+5% +$95.2K 2.3% 9
2022
Q1 		$2.08M Hold
41,916
– – 2.52% 9
2021
Q4 		$2.02M Buy
+41,916
New +$2M 2.32% 9

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Barnes Pettey Financial Advisors's WMT Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Walmart Inc (WMT) stake by 0.49% in Q2 2026, buying an estimated $27.3K and bringing the position to 45,316 shares worth $5.13M. The position accounts for 1.61% of the portfolio, ranked #15.

Barnes Pettey Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.6M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Barnes Pettey Financial Advisors held 45,316 shares of Walmart Inc worth $5.13M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 220 Walmart Inc shares in Q2 2026, an estimated $27.3K.
  • Walmart Inc made up 1.61% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Barnes Pettey Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's Walmart Inc position peaked at $5.6M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.